Uniting Wealth Partners, LLC MSFT Holdings History
Number of Shares
14,200.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.67%
Total Estimate Gain
$947,017.12
% of Total Estimate Gain
15.32%
Uniting Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Uniting Wealth Partners, LLC held 14,200.00 shares of Microsoft Corp(MSFT), totaling $5.33 Mil. This investment constitutes 2.67% of their stock portfolio, and Uniting Wealth Partners, 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 309.00 shares. Based on historical transaction data and MSFT's current price of $493.12, Uniting Wealth Partners, LLC's estimated gain on his MSFT holdings is $947,017.12, reflecting a 15.32% gain to date.
Uniting Wealth Partners, LLC MSFT ($493.12) Holding Chart
Uniting Wealth Partners, LLC MSFT ($493.12) 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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