Wealth Group, Ltd. MSFT Holdings History
Wealth Group, Ltd.'s Microsoft Corp Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 20,597.00 shares of Microsoft Corp(MSFT), totaling $7.73 Mil. This investment constitutes 5.01% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 3 purchases of MSFT, at an average price of $405.40, for a total of 20,619.00 shares. In addition, there have been 1 sales at an average price of $422.32 for 22.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Wealth Group, Ltd.'s estimated gain on his MSFT holdings is $2.19 Mil, reflecting a 26.20% gain to date.
Wealth Group, Ltd. MSFT ($511.70) Holding Chart
Wealth Group, Ltd. MSFT ($511.70) 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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