Number of Shares
81,797.00
Current Holdings Value*
$40.69 Mil
% of Portfolio
4.69%
Total Estimate Gain
$17.26 Mil
% of Total Estimate Gain
58.20%

ARS Wealth Advisors Group, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, ARS Wealth Advisors Group, LLC held 81,797.00 shares of Microsoft Corp(MSFT), totaling $40.69 Mil. This investment constitutes 4.69% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 5 purchases of MSFT, at an average price of $302.61, for a total of 97,985.00 shares. In addition, there have been 10 sales at an average price of $312.06 for 16,188.00 shares. Based on historical transaction data and MSFT's current price of $511.70, ARS Wealth Advisors Group, LLC's estimated gain on his MSFT holdings is $17.26 Mil, reflecting a 58.20% gain to date.

ARS Wealth Advisors Group, LLC MSFT ($511.70) Holding Chart

ARS Wealth Advisors Group, LLC 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 %

Top Ranked Articles

  • 1