Crown Wealth Group, LLC MSFT Holdings History
Crown Wealth Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 22,276.00 shares of Microsoft Corp(MSFT), totaling $8.36 Mil. This investment constitutes 4.34% of their stock portfolio, and Crown Wealth Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Crown Wealth Group, LLC has made 4 purchases of MSFT, at an average price of $307.22, for a total of 25,307.00 shares. In addition, there have been 9 sales at an average price of $297.91 for 3,031.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Crown Wealth Group, LLC's estimated gain on his MSFT holdings is $4.33 Mil, reflecting a 55.74% gain to date.
Crown Wealth Group, LLC MSFT ($503.02) Holding Chart
Crown Wealth Group, LLC MSFT ($503.02) 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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