Traveka Wealth, LLC MSFT Holdings History
Number of Shares
12,832.00
Current Holdings Value*
$6.38 Mil
% of Portfolio
3.38%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
35.95%
Traveka Wealth, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 12,832.00 shares of Microsoft Corp(MSFT), totaling $6.38 Mil. This investment constitutes 3.38% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 4 purchases of MSFT, at an average price of $362.98, for a total of 15,685.00 shares. In addition, there have been 2 sales at an average price of $418.91 for 2,853.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Traveka Wealth, LLC's estimated gain on his MSFT holdings is $2.05 Mil, reflecting a 35.95% gain to date.
Traveka Wealth, LLC MSFT ($510.05) Holding Chart
Traveka Wealth, LLC MSFT ($510.05) 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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