Number of Shares
4,867.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
2.84%
Total Estimate Gain
$946,112.63
% of Total Estimate Gain
13.41%

New Century Financial Group, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, New Century Financial Group, LLC held 4,867.00 shares of Microsoft Corp(MSFT), totaling $2.42 Mil. This investment constitutes 2.84% of their stock portfolio, and New Century Financial Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then New Century Financial Group, LLC has made 4 purchases of MSFT, at an average price of $382.28, for a total of 18,451.00 shares. In addition, there have been 2 sales at an average price of $407.86 for 13,584.00 shares. Based on historical transaction data and MSFT's current price of $505.27, New Century Financial Group, LLC's estimated gain on his MSFT holdings is $946,112.63, reflecting a 13.41% gain to date.

New Century Financial Group, LLC MSFT ($505.27) Holding Chart

New Century Financial Group, LLC MSFT ($505.27) 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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