Number of Shares
4,631.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
1.37%
Total Estimate Gain
$554,905.79
% of Total Estimate Gain
23.52%

M3 Advisory Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, M3 Advisory Group, LLC held 4,631.00 shares of Microsoft Corp(MSFT), totaling $1.74 Mil. This investment constitutes 1.37% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 3 purchases of MSFT, at an average price of $385.35, for a total of 6,122.00 shares. In addition, there have been 2 sales at an average price of $408.48 for 1,491.00 shares. Based on historical transaction data and MSFT's current price of $497.72, M3 Advisory Group, LLC's estimated gain on his MSFT holdings is $554,905.79, reflecting a 23.52% gain to date.

M3 Advisory Group, LLC MSFT ($497.72) Holding Chart

M3 Advisory Group, LLC MSFT ($497.72) 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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