Unique Wealth Strategies, LLC MSFT Holdings History
Unique Wealth Strategies, LLC's Microsoft Corp Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 9,396.00 shares of Microsoft Corp(MSFT), totaling $3.95 Mil. This investment constitutes 1.85% of their stock portfolio, and Unique Wealth Strategies, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $404.82 for 287.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Unique Wealth Strategies, LLC's estimated gain on his MSFT holdings is $1.46 Mil, reflecting a 42.42% gain to date.
Unique Wealth Strategies, LLC MSFT ($510.05) Holding Chart
Unique Wealth Strategies, 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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