Elwood & Goetz Wealth Advisory Group, LLC MSFT Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Elwood & Goetz Wealth Advisory Group, LLC held 6,493.00 shares of Microsoft Corp(MSFT), totaling $2.44 Mil. This investment constitutes 0.6% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 11 purchases of MSFT, at an average price of $322.48, for a total of 8,646.00 shares. In addition, there have been 5 sales at an average price of $398.24 for 2,153.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his MSFT holdings is $1.34 Mil, reflecting a 47.96% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC MSFT ($503.32) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC MSFT ($503.32) 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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