Elm3 Financial Group, LLC MSFT Holdings History
Number of Shares
11,892.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
3.92%
Total Estimate Gain
$979,948.16
% of Total Estimate Gain
17.77%
Elm3 Financial Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Elm3 Financial Group, LLC held 11,892.00 shares of Microsoft Corp(MSFT), totaling $4.46 Mil. This investment constitutes 3.92% of their stock portfolio, and Elm3 Financial Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 1,049.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Elm3 Financial Group, LLC's estimated gain on his MSFT holdings is $979,948.16, reflecting a 17.77% gain to date.
Elm3 Financial Group, LLC MSFT ($510.05) Holding Chart
Elm3 Financial 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 % |
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