Number of Shares
76,818.00
Current Holdings Value*
$31.54 Mil
% of Portfolio
6.57%
Total Estimate Gain
$16.09 Mil
% of Total Estimate Gain
66.33%

EXECUTIVE WEALTH GROUP LLC's Microsoft Corp Holding Summary

As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 76,818.00 shares of Microsoft Corp(MSFT), totaling $31.54 Mil. This investment constitutes 6.57% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 14 purchases of MSFT, at an average price of $297.16, for a total of 81,645.00 shares. In addition, there have been 5 sales at an average price of $319.29 for 4,827.00 shares. Based on historical transaction data and MSFT's current price of $505.27, EXECUTIVE WEALTH GROUP LLC's estimated gain on his MSFT holdings is $16.09 Mil, reflecting a 66.33% gain to date.

EXECUTIVE WEALTH GROUP LLC MSFT ($505.27) Holding Chart

EXECUTIVE WEALTH GROUP LLC MSFT ($505.27) 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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