Number of Shares
15,283.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
2.69%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
72.13%

Altus Wealth Group LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Altus Wealth Group LLC held 15,283.00 shares of Microsoft Corp(MSFT), totaling $5.74 Mil. This investment constitutes 2.69% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 9 purchases of MSFT, at an average price of $270.23, for a total of 18,688.00 shares. In addition, there have been 7 sales at an average price of $282.36 for 3,405.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Altus Wealth Group LLC's estimated gain on his MSFT holdings is $3.64 Mil, reflecting a 72.13% gain to date.

Altus Wealth Group LLC MSFT ($505.87) Holding Chart

Altus Wealth Group LLC MSFT ($505.87) 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