Triad Wealth Partners, LLC MSFT Holdings History
Triad Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 22,912.00 shares of Microsoft Corp(MSFT), totaling $11.40 Mil. This investment constitutes 2.3% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Triad Wealth Partners, LLC has made 5 purchases of MSFT, at an average price of $420.75, for a total of 22,912.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Triad Wealth Partners, LLC's estimated gain on his MSFT holdings is $2.07 Mil, reflecting a 21.42% gain to date.
Triad Wealth Partners, LLC MSFT ($510.88) Holding Chart
Triad Wealth Partners, LLC 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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