Wellington Wealth Strategies, LLC. MSFT Holdings History
Wellington Wealth Strategies, LLC.'s Microsoft Corp Holding Summary
As of 2024-12-31, Wellington Wealth Strategies, LLC. held 11,696.00 shares of Microsoft Corp(MSFT), totaling $4.80 Mil. This investment constitutes 4.37% of their stock portfolio, and Wellington Wealth Strategies, LLC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Wellington Wealth Strategies, LLC. has made 2 purchases of MSFT, at an average price of $414.02, for a total of 26,968.00 shares. In addition, there have been 1 sales at an average price of $422.32 for 15,272.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Wellington Wealth Strategies, LLC.'s estimated gain on his MSFT holdings is $1.25 Mil, reflecting a 11.20% gain to date.
Wellington Wealth Strategies, LLC. MSFT ($510.05) Holding Chart
Wellington 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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