Polaris Wealth Advisory Group, LLC MSFT Holdings History
Polaris Wealth Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 117,599.00 shares of Microsoft Corp(MSFT), totaling $37.13 Mil. This investment constitutes 2.83% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 8 purchases of MSFT, at an average price of $152.53, for a total of 431,712.00 shares. In addition, there have been 17 sales at an average price of $191.89 for 314,113.00 shares. Based on historical transaction data and MSFT's current price of $510.00, Polaris Wealth Advisory Group, LLC's estimated gain on his MSFT holdings is $54.40 Mil, reflecting a 82.61% gain to date.
Polaris Wealth Advisory Group, LLC MSFT ($510.00) Holding Chart
Polaris Wealth Advisory Group, LLC MSFT ($510.00) 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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