Number of Shares
38,815.00
Current Holdings Value*
$14.57 Mil
% of Portfolio
1.95%
Total Estimate Gain
$10.36 Mil
% of Total Estimate Gain
100.19%

Patriot Financial Group Insurance Agency, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 38,815.00 shares of Microsoft Corp(MSFT), totaling $14.57 Mil. This investment constitutes 1.95% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 22 purchases of MSFT, at an average price of $237.20, for a total of 43,595.00 shares. In addition, there have been 7 sales at an average price of $280.01 for 4,780.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Patriot Financial Group Insurance Agency, LLC's estimated gain on his MSFT holdings is $10.36 Mil, reflecting a 100.19% gain to date.

Patriot Financial Group Insurance Agency, LLC MSFT ($498.84) Holding Chart

Patriot Financial Group Insurance Agency, LLC MSFT ($498.84) 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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