MGB Wealth Management, LLC MSFT Holdings History
MGB Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, MGB Wealth Management, LLC held 27,063.00 shares of Microsoft Corp(MSFT), totaling $10.17 Mil. This investment constitutes 3.68% of their stock portfolio, and MGB Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then MGB Wealth Management, LLC has made 3 purchases of MSFT, at an average price of $357.80, for a total of 29,146.00 shares. In addition, there have been 2 sales at an average price of $424.75 for 2,083.00 shares. Based on historical transaction data and MSFT's current price of $503.32, MGB Wealth Management, LLC's estimated gain on his MSFT holdings is $4.08 Mil, reflecting a 39.10% gain to date.
MGB Wealth Management, LLC MSFT ($503.32) Holding Chart
MGB Wealth Management, LLC MSFT ($503.32) 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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