MONECO Advisors, LLC MSFT Holdings History

Number of Shares
48,992.00
Current Holdings Value*
$18.39 Mil
% of Portfolio
1.89%
Total Estimate Gain
$10.79 Mil
% of Total Estimate Gain
73.12%

MONECO Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, MONECO Advisors, LLC held 48,992.00 shares of Microsoft Corp(MSFT), totaling $18.39 Mil. This investment constitutes 1.89% of their stock portfolio, and MONECO Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then MONECO Advisors, LLC has made 20 purchases of MSFT, at an average price of $259.50, for a total of 56,839.00 shares. In addition, there have been 5 sales at an average price of $188.03 for 7,847.00 shares. Based on historical transaction data and MSFT's current price of $491.09, MONECO Advisors, LLC's estimated gain on his MSFT holdings is $10.79 Mil, reflecting a 73.12% gain to date.

MONECO Advisors, LLC MSFT ($491.09) Holding Chart

MONECO Advisors, LLC MSFT ($491.09) 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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