Number of Shares
4,117.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
1.64%
Total Estimate Gain
$214,032.03
% of Total Estimate Gain
5.76%

PMG Wealth Management, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, PMG Wealth Management, Inc. held 4,117.00 shares of Microsoft Corp(MSFT), totaling $1.55 Mil. This investment constitutes 1.64% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 4,603.00 shares. Based on historical transaction data and MSFT's current price of $498.50, PMG Wealth Management, Inc.'s estimated gain on his MSFT holdings is $214,032.03, reflecting a 5.76% gain to date.

PMG Wealth Management, Inc. MSFT ($498.50) Holding Chart

PMG Wealth Management, Inc. MSFT ($498.50) 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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