SAGE PRIVATE WEALTH GROUP, LLC MSFT Holdings History
SAGE PRIVATE WEALTH GROUP, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 7,369.00 shares of Microsoft Corp(MSFT), totaling $2.77 Mil. This investment constitutes 2.09% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 12 purchases of MSFT, at an average price of $323.27, for a total of 9,078.00 shares. In addition, there have been 4 sales at an average price of $262.43 for 1,709.00 shares. Based on historical transaction data and MSFT's current price of $498.84, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his MSFT holdings is $1.19 Mil, reflecting a 40.54% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC MSFT ($498.84) Holding Chart
SAGE PRIVATE WEALTH GROUP, 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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