Number of Shares
29,988.00
Current Holdings Value*
$14.92 Mil
% of Portfolio
7.28%
Total Estimate Gain
$4.15 Mil
% of Total Estimate Gain
11.43%

Northstar Advisory Group, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Northstar Advisory Group, LLC held 29,988.00 shares of Microsoft Corp(MSFT), totaling $14.92 Mil. This investment constitutes 7.28% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Northstar Advisory Group, LLC has made 8 purchases of MSFT, at an average price of $328.44, for a total of 110,626.00 shares. In addition, there have been 10 sales at an average price of $314.18 for 80,638.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Northstar Advisory Group, LLC's estimated gain on his MSFT holdings is $4.15 Mil, reflecting a 11.43% gain to date.

Northstar Advisory Group, LLC MSFT ($505.27) Holding Chart

Northstar Advisory 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 %

Top Ranked Articles

  • 1