U S WEALTH GROUP, LLC. MSFT Holdings History
Number of Shares
11,944.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
4.33%
Total Estimate Gain
$998,808.32
% of Total Estimate Gain
19.21%
U S WEALTH GROUP, LLC.'s Microsoft Corp Holding Summary
As of 2025-03-31, U S WEALTH GROUP, LLC. held 11,944.00 shares of Microsoft Corp(MSFT), totaling $4.48 Mil. This investment constitutes 4.33% of their stock portfolio, and U S WEALTH GROUP, LLC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 258.00 shares. Based on historical transaction data and MSFT's current price of $510.05, U S WEALTH GROUP, LLC.'s estimated gain on his MSFT holdings is $998,808.32, reflecting a 19.21% gain to date.
U S WEALTH GROUP, LLC. MSFT ($510.05) Holding Chart
U S WEALTH GROUP, 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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