COLTON GROOME FINANCIAL ADVISORS, LLC MSFT Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 13,826.00 shares of Microsoft Corp(MSFT), totaling $6.88 Mil. This investment constitutes 2.33% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q2. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 13 purchases of MSFT, at an average price of $293.04, for a total of 19,312.00 shares. In addition, there have been 3 sales at an average price of $338.17 for 5,486.00 shares. Based on historical transaction data and MSFT's current price of $510.88, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his MSFT holdings is $3.26 Mil, reflecting a 57.59% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC MSFT ($510.88) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC MSFT ($510.88) 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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