Number of Shares
5,872.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
0.49%
Total Estimate Gain
$919,131.12
% of Total Estimate Gain
40.74%

Garrett Wealth Advisory Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 5,872.00 shares of Microsoft Corp(MSFT), totaling $2.20 Mil. This investment constitutes 0.49% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q2. And since then Garrett Wealth Advisory Group, LLC has made 15 purchases of MSFT, at an average price of $323.64, for a total of 6,971.00 shares. In addition, there have been 7 sales at an average price of $229.89 for 1,099.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Garrett Wealth Advisory Group, LLC's estimated gain on his MSFT holdings is $919,131.12, reflecting a 40.74% gain to date.

Garrett Wealth Advisory Group, LLC MSFT ($497.72) Holding Chart

Garrett Wealth Advisory Group, LLC 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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