Number of Shares
5,523.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
0.99%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
66.12%

Capital Advisory Group Advisory Services, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 5,523.00 shares of Microsoft Corp(MSFT), totaling $2.75 Mil. This investment constitutes 0.99% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 17 purchases of MSFT, at an average price of $224.70, for a total of 21,874.00 shares. In addition, there have been 10 sales at an average price of $329.33 for 16,351.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Capital Advisory Group Advisory Services, LLC's estimated gain on his MSFT holdings is $3.25 Mil, reflecting a 66.12% gain to date.

Capital Advisory Group Advisory Services, LLC MSFT ($503.32) Holding Chart

Capital Advisory Group Advisory Services, LLC MSFT ($503.32) 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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