Number of Shares
55,848.00
Current Holdings Value*
$20.96 Mil
% of Portfolio
3.56%
Total Estimate Gain
$20.81 Mil
% of Total Estimate Gain
194.77%

Meridian Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 55,848.00 shares of Microsoft Corp(MSFT), totaling $20.96 Mil. This investment constitutes 3.56% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 16 purchases of MSFT, at an average price of $158.29, for a total of 67,506.00 shares. In addition, there have been 9 sales at an average price of $278.45 for 11,658.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Meridian Wealth Advisors, LLC's estimated gain on his MSFT holdings is $20.81 Mil, reflecting a 194.77% gain to date.

Meridian Wealth Advisors, LLC MSFT ($505.87) Holding Chart

Meridian Wealth Advisors, LLC MSFT ($505.87) 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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