Number of Shares
11,256.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
0.58%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
25.19%

MONOGRAPH WEALTH ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 11,256.00 shares of Microsoft Corp(MSFT), totaling $4.23 Mil. This investment constitutes 0.58% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 7 purchases of MSFT, at an average price of $353.61, for a total of 27,919.00 shares. In addition, there have been 5 sales at an average price of $397.19 for 16,663.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his MSFT holdings is $2.49 Mil, reflecting a 25.19% gain to date.

MONOGRAPH WEALTH ADVISORS, LLC MSFT ($510.05) Holding Chart

MONOGRAPH WEALTH ADVISORS, LLC 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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