Number of Shares
47,252.00
Current Holdings Value*
$23.50 Mil
% of Portfolio
3.86%
Total Estimate Gain
$9.87 Mil
% of Total Estimate Gain
27.16%

Allen Mooney & Barnes Investment Advisors LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 47,252.00 shares of Microsoft Corp(MSFT), totaling $23.50 Mil. This investment constitutes 3.86% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 9 purchases of MSFT, at an average price of $354.38, for a total of 102,507.00 shares. In addition, there have been 3 sales at an average price of $405.85 for 55,255.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his MSFT holdings is $9.87 Mil, reflecting a 27.16% gain to date.

Allen Mooney & Barnes Investment Advisors LLC MSFT ($503.02) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC MSFT ($503.02) 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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