Wealth Preservation Advisors, LLC MSFT Holdings History
Number of Shares
24,216.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
6.5%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
23.45%
Wealth Preservation Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 24,216.00 shares of Microsoft Corp(MSFT), totaling $9.09 Mil. This investment constitutes 6.5% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and MSFT's current price of $503.32, Wealth Preservation Advisors, LLC's estimated gain on his MSFT holdings is $2.32 Mil, reflecting a 23.45% gain to date.
Wealth Preservation Advisors, LLC MSFT ($503.32) Holding Chart
Wealth Preservation Advisors, LLC MSFT ($503.32) 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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