Number of Shares
72,077.00
Current Holdings Value*
$27.06 Mil
% of Portfolio
2.24%
Total Estimate Gain
$18.75 Mil
% of Total Estimate Gain
74.67%

Cornerstone Wealth Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Cornerstone Wealth Group, LLC held 72,077.00 shares of Microsoft Corp(MSFT), totaling $27.06 Mil. This investment constitutes 2.24% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 18 purchases of MSFT, at an average price of $252.78, for a total of 99,338.00 shares. In addition, there have been 6 sales at an average price of $260.37 for 27,261.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Cornerstone Wealth Group, LLC's estimated gain on his MSFT holdings is $18.75 Mil, reflecting a 74.67% gain to date.

Cornerstone Wealth Group, LLC MSFT ($510.05) Holding Chart

Cornerstone Wealth Group, 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 %

Top Ranked Articles

  • 1