Union Heritage Capital, LLC MSFT Holdings History
Union Heritage Capital, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Union Heritage Capital, LLC held 40,696.00 shares of Microsoft Corp(MSFT), totaling $15.28 Mil. This investment constitutes 5.69% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q1. And since then Union Heritage Capital, LLC has made 2 purchases of MSFT, at an average price of $248.11, for a total of 68,016.00 shares. In addition, there have been 5 sales at an average price of $289.29 for 27,320.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Union Heritage Capital, LLC's estimated gain on his MSFT holdings is $11.59 Mil, reflecting a 68.68% gain to date.
Union Heritage Capital, LLC MSFT ($505.27) Holding Chart
Union Heritage Capital, LLC MSFT ($505.27) 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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