Number of Shares
10,466.00
Current Holdings Value*
$3.93 Mil
% of Portfolio
0.22%
Total Estimate Gain
$8.36 Mil
% of Total Estimate Gain
112.29%

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 10,466.00 shares of Microsoft Corp(MSFT), totaling $3.93 Mil. This investment constitutes 0.22% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 17 purchases of MSFT, at an average price of $109.48, for a total of 68,029.00 shares. In addition, there have been 19 sales at an average price of $183.24 for 57,563.00 shares. Based on historical transaction data and MSFT's current price of $502.91, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his MSFT holdings is $8.36 Mil, reflecting a 112.29% gain to date.

HALBERT HARGROVE GLOBAL ADVISORS, LLC MSFT ($502.91) Holding Chart

HALBERT HARGROVE GLOBAL ADVISORS, LLC MSFT ($502.91) 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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