Number of Shares
12,441.00
Current Holdings Value*
$4.67 Mil
% of Portfolio
2.79%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
25.47%

CCG WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 12,441.00 shares of Microsoft Corp(MSFT), totaling $4.67 Mil. This investment constitutes 2.79% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then CCG WEALTH MANAGEMENT, LLC has made 14 purchases of MSFT, at an average price of $288.33, for a total of 49,193.00 shares. In addition, there have been 7 sales at an average price of $311.57 for 36,752.00 shares. Based on historical transaction data and MSFT's current price of $510.05, CCG WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $3.61 Mil, reflecting a 25.47% gain to date.

CCG WEALTH MANAGEMENT, LLC MSFT ($510.05) Holding Chart

CCG WEALTH MANAGEMENT, LLC 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 %

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