Paragon Private Wealth Management, LLC MSFT Holdings History
Paragon Private Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 31,918.00 shares of Microsoft Corp(MSFT), totaling $11.98 Mil. This investment constitutes 5.56% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 11 purchases of MSFT, at an average price of $371.76, for a total of 33,707.00 shares. In addition, there have been 2 sales at an average price of $264.58 for 1,789.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Paragon Private Wealth Management, LLC's estimated gain on his MSFT holdings is $4.22 Mil, reflecting a 33.69% gain to date.
Paragon Private Wealth Management, LLC MSFT ($510.05) Holding Chart
Paragon Private Wealth Management, LLC 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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