Beacon Financial Advisory LLC MSFT Holdings History
Beacon Financial Advisory LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 13,801.00 shares of Microsoft Corp(MSFT), totaling $6.86 Mil. This investment constitutes 1.78% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 17 purchases of MSFT, at an average price of $267.67, for a total of 20,921.00 shares. In addition, there have been 5 sales at an average price of $256.06 for 7,120.00 shares. Based on historical transaction data and MSFT's current price of $505.29, Beacon Financial Advisory LLC's estimated gain on his MSFT holdings is $3.20 Mil, reflecting a 57.08% gain to date.
Beacon Financial Advisory LLC MSFT ($505.29) Holding Chart
Beacon Financial Advisory LLC MSFT ($505.29) 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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