Strategic Wealth Partners, Ltd. MSFT Holdings History
Strategic Wealth Partners, Ltd.'s Microsoft Corp Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 98,947.00 shares of Microsoft Corp(MSFT), totaling $40.62 Mil. This investment constitutes 3.36% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 21 purchases of MSFT, at an average price of $300.74, for a total of 103,694.00 shares. In addition, there have been 5 sales at an average price of $201.62 for 4,747.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Strategic Wealth Partners, Ltd.'s estimated gain on his MSFT holdings is $20.32 Mil, reflecting a 65.16% gain to date.
Strategic Wealth Partners, Ltd. MSFT ($510.88) Holding Chart
Strategic Wealth Partners, Ltd. MSFT ($510.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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