Number of Shares
17,052.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
2.87%
Total Estimate Gain
$6.43 Mil
% of Total Estimate Gain
36.11%

Houlihan Financial Resource Group, Ltd.'s Microsoft Corp Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 17,052.00 shares of Microsoft Corp(MSFT), totaling $6.40 Mil. This investment constitutes 2.87% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 6 purchases of MSFT, at an average price of $269.43, for a total of 66,123.00 shares. In addition, there have been 7 sales at an average price of $317.71 for 49,071.00 shares. Based on historical transaction data and MSFT's current price of $507.78, Houlihan Financial Resource Group, Ltd.'s estimated gain on his MSFT holdings is $6.43 Mil, reflecting a 36.11% gain to date.

Houlihan Financial Resource Group, Ltd. MSFT ($507.78) Holding Chart

Houlihan Financial Resource Group, Ltd. MSFT ($507.78) 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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