TrinityPoint Wealth, LLC MSFT Holdings History
TrinityPoint Wealth, LLC's Microsoft Corp Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 59,028.00 shares of Microsoft Corp(MSFT), totaling $24.88 Mil. This investment constitutes 3.5% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 11 purchases of MSFT, at an average price of $132.37, for a total of 84,334.00 shares. In addition, there have been 13 sales at an average price of $235.12 for 25,306.00 shares. Based on historical transaction data and MSFT's current price of $510.05, TrinityPoint Wealth, LLC's estimated gain on his MSFT holdings is $24.89 Mil, reflecting a 222.99% gain to date.
TrinityPoint Wealth, LLC MSFT ($510.05) Holding Chart
TrinityPoint 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
