Number of Shares
13,291.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
3.26%
Total Estimate Gain
$1.91 Mil
% of Total Estimate Gain
39.70%

Guardian Asset Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 13,291.00 shares of Microsoft Corp(MSFT), totaling $4.99 Mil. This investment constitutes 3.26% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 4 purchases of MSFT, at an average price of $361.43, for a total of 13,338.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 47.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Guardian Asset Advisors, LLC's estimated gain on his MSFT holdings is $1.91 Mil, reflecting a 39.70% gain to date.

Guardian Asset Advisors, LLC MSFT ($505.27) Holding Chart

Guardian Asset Advisors, LLC MSFT ($505.27) 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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