Number of Shares
1,359.00
Current Holdings Value*
$675,980.00
% of Portfolio
0.29%
Total Estimate Gain
$96,382.57
% of Total Estimate Gain
9.99%

Avalon Advisory Group's Microsoft Corp Holding Summary

As of 2025-06-30, Avalon Advisory Group held 1,359.00 shares of Microsoft Corp(MSFT), totaling $675,980.00. This investment constitutes 0.29% of their stock portfolio, and Avalon Advisory Group now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q2. And since then Avalon Advisory Group has made 3 purchases of MSFT, at an average price of $335.57, for a total of 2,876.00 shares. In addition, there have been 2 sales at an average price of $242.79 for 1,517.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Avalon Advisory Group's estimated gain on his MSFT holdings is $96,382.57, reflecting a 9.99% gain to date.

Avalon Advisory Group MSFT ($510.05) Holding Chart

Avalon Advisory Group MSFT ($510.05) 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