Number of Shares
48,952.00
Current Holdings Value*
$18.38 Mil
% of Portfolio
2.51%
Total Estimate Gain
$8.18 Mil
% of Total Estimate Gain
50.16%

Everhart Financial Group, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Everhart Financial Group, Inc. held 48,952.00 shares of Microsoft Corp(MSFT), totaling $18.38 Mil. This investment constitutes 2.51% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 16 purchases of MSFT, at an average price of $329.42, for a total of 49,526.00 shares. In addition, there have been 1 sales at an average price of $232.23 for 574.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Everhart Financial Group, Inc.'s estimated gain on his MSFT holdings is $8.18 Mil, reflecting a 50.16% gain to date.

Everhart Financial Group, Inc. MSFT ($497.72) Holding Chart

Everhart Financial Group, Inc. MSFT ($497.72) 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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