Number of Shares
11,300.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
1.42%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
50.29%

Investment Advisory Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Investment Advisory Group, LLC held 11,300.00 shares of Microsoft Corp(MSFT), totaling $4.24 Mil. This investment constitutes 1.42% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 11 purchases of MSFT, at an average price of $330.91, for a total of 12,991.00 shares. In addition, there have been 2 sales at an average price of $406.88 for 1,691.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Investment Advisory Group, LLC's estimated gain on his MSFT holdings is $2.16 Mil, reflecting a 50.29% gain to date.

Investment Advisory Group, LLC MSFT ($510.88) Holding Chart

Investment Advisory Group, LLC MSFT ($510.88) 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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