Number of Shares
5,422.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
1.14%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
49.88%

Concorde Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Concorde Asset Management, LLC held 5,422.00 shares of Microsoft Corp(MSFT), totaling $2.11 Mil. This investment constitutes 1.14% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Concorde Asset Management, LLC has made 15 purchases of MSFT, at an average price of $212.87, for a total of 19,317.00 shares. In addition, there have been 13 sales at an average price of $246.14 for 13,895.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Concorde Asset Management, LLC's estimated gain on his MSFT holdings is $2.05 Mil, reflecting a 49.88% gain to date.

Concorde Asset Management, LLC MSFT ($505.87) Holding Chart

Concorde Asset Management, LLC MSFT ($505.87) 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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