Number of Shares
144,017.00
Current Holdings Value*
$54.06 Mil
% of Portfolio
2.7%
Total Estimate Gain
$59.29 Mil
% of Total Estimate Gain
83.43%

MONTAG A & ASSOCIATES INC's Microsoft Corp Holding Summary

As of 2025-03-31, MONTAG A & ASSOCIATES INC held 144,017.00 shares of Microsoft Corp(MSFT), totaling $54.06 Mil. This investment constitutes 2.7% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 18 purchases of MSFT, at an average price of $163.79, for a total of 433,885.00 shares. In addition, there have been 17 sales at an average price of $196.30 for 289,868.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MONTAG A & ASSOCIATES INC's estimated gain on his MSFT holdings is $59.29 Mil, reflecting a 83.43% gain to date.

MONTAG A & ASSOCIATES INC MSFT ($510.05) Holding Chart

MONTAG A & ASSOCIATES 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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