Number of Shares
38,356.00
Current Holdings Value*
$14.40 Mil
% of Portfolio
2.4%
Total Estimate Gain
$21.16 Mil
% of Total Estimate Gain
58.18%

M Holdings Securities, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held 38,356.00 shares of Microsoft Corp(MSFT), totaling $14.40 Mil. This investment constitutes 2.4% of their stock portfolio, and M Holdings Securities, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 16 purchases of MSFT, at an average price of $217.07, for a total of 167,582.00 shares. In addition, there have been 18 sales at an average price of $293.87 for 129,226.00 shares. Based on historical transaction data and MSFT's current price of $510.05, M Holdings Securities, Inc.'s estimated gain on his MSFT holdings is $21.16 Mil, reflecting a 58.18% gain to date.

M Holdings Securities, Inc. MSFT ($510.05) Holding Chart

M Holdings Securities, Inc. MSFT ($510.05) 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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