AdviceOne Advisory Services, LLC MSFT Holdings History
Number of Shares
1,669.00
Current Holdings Value*
$626,440.00
% of Portfolio
0.51%
Total Estimate Gain
$138,078.21
% of Total Estimate Gain
19.48%
AdviceOne Advisory Services, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, AdviceOne Advisory Services, LLC held 1,669.00 shares of Microsoft Corp(MSFT), totaling $626,440.00. This investment constitutes 0.51% of their stock portfolio, and AdviceOne Advisory Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then AdviceOne Advisory Services, LLC has made 1 purchases of MSFT, at an average price of $424.67, for a total of 1,669.00 shares. Based on historical transaction data and MSFT's current price of $507.40, AdviceOne Advisory Services, LLC's estimated gain on his MSFT holdings is $138,078.21, reflecting a 19.48% gain to date.
AdviceOne Advisory Services, LLC MSFT ($507.40) Holding Chart
AdviceOne Advisory Services, LLC MSFT ($507.40) 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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