Number of Shares
11,526.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
1.59%
Total Estimate Gain
$2.74 Mil
% of Total Estimate Gain
50.40%

Legacy Capital Group California, Inc.'s Microsoft Corp Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 11,526.00 shares of Microsoft Corp(MSFT), totaling $5.73 Mil. This investment constitutes 1.59% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 5 purchases of MSFT, at an average price of $317.88, for a total of 17,073.00 shares. In addition, there have been 4 sales at an average price of $411.69 for 5,547.00 shares. Based on historical transaction data and MSFT's current price of $510.06, Legacy Capital Group California, Inc.'s estimated gain on his MSFT holdings is $2.74 Mil, reflecting a 50.40% gain to date.

Legacy Capital Group California, Inc. MSFT ($510.06) Holding Chart

Legacy Capital Group California, Inc. MSFT ($510.06) 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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