Number of Shares
11,969.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
3.34%
Total Estimate Gain
$8.25 Mil
% of Total Estimate Gain
154.05%

Pacific Wealth Strategies Group, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 11,969.00 shares of Microsoft Corp(MSFT), totaling $4.49 Mil. This investment constitutes 3.34% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Pacific Wealth Strategies Group, Inc. has made 17 purchases of MSFT, at an average price of $135.51, for a total of 39,539.00 shares. In addition, there have been 10 sales at an average price of $272.29 for 27,570.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Pacific Wealth Strategies Group, Inc.'s estimated gain on his MSFT holdings is $8.25 Mil, reflecting a 154.05% gain to date.

Pacific Wealth Strategies Group, Inc. MSFT ($510.05) Holding Chart

Pacific Wealth Strategies Group, Inc. MSFT ($510.05) 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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