AGH Wealth Advisors, LLC MSFT Holdings History
Number of Shares
11,411.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
4.13%
Total Estimate Gain
$874,518.27
% of Total Estimate Gain
17.37%
AGH Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 11,411.00 shares of Microsoft Corp(MSFT), totaling $4.28 Mil. This investment constitutes 4.13% of their stock portfolio, and AGH Wealth Advisors, 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 406.00 shares. Based on historical transaction data and MSFT's current price of $503.32, AGH Wealth Advisors, LLC's estimated gain on his MSFT holdings is $874,518.27, reflecting a 17.37% gain to date.
AGH Wealth Advisors, LLC MSFT ($503.32) Holding Chart
AGH Wealth 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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