Number of Shares
17,538.00
Current Holdings Value*
$6.58 Mil
% of Portfolio
5.35%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
20.71%

MOSAIC FINANCIAL GROUP, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 17,538.00 shares of Microsoft Corp(MSFT), totaling $6.58 Mil. This investment constitutes 5.35% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 1 purchases of MSFT, at an average price of $405.95, for a total of 18,917.00 shares. In addition, there have been 3 sales at an average price of $411.20 for 1,379.00 shares. Based on historical transaction data and MSFT's current price of $496.23, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his MSFT holdings is $1.59 Mil, reflecting a 20.71% gain to date.

MOSAIC FINANCIAL GROUP, LLC MSFT ($496.23) Holding Chart

MOSAIC FINANCIAL GROUP, LLC MSFT ($496.23) 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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