Number of Shares
41,902.00
Current Holdings Value*
$16.97 Mil
% of Portfolio
1.65%
Total Estimate Gain
$6.36 Mil
% of Total Estimate Gain
41.36%

Ethos Financial Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Ethos Financial Group, LLC held 41,902.00 shares of Microsoft Corp(MSFT), totaling $16.97 Mil. This investment constitutes 1.65% of their stock portfolio, and Ethos Financial Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 7 purchases of MSFT, at an average price of $359.54, for a total of 42,781.00 shares. In addition, there have been 1 sales at an average price of $422.32 for 879.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Ethos Financial Group, LLC's estimated gain on his MSFT holdings is $6.36 Mil, reflecting a 41.36% gain to date.

Ethos Financial Group, LLC MSFT ($510.05) Holding Chart

Ethos 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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