Transform Wealth, LLC MSFT Holdings History
Transform Wealth, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 150,910.00 shares of Microsoft Corp(MSFT), totaling $56.65 Mil. This investment constitutes 3.43% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 13 purchases of MSFT, at an average price of $174.09, for a total of 263,750.00 shares. In addition, there have been 15 sales at an average price of $190.51 for 112,840.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Transform Wealth, LLC's estimated gain on his MSFT holdings is $52.80 Mil, reflecting a 114.99% gain to date.
Transform Wealth, LLC MSFT ($511.70) Holding Chart
Transform Wealth, LLC MSFT ($511.70) 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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