Safeguard Investment Advisory Group, LLC MSFT Holdings History
Safeguard Investment Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 12,131.00 shares of Microsoft Corp(MSFT), totaling $4.56 Mil. This investment constitutes 1.24% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 13 purchases of MSFT, at an average price of $305.67, for a total of 12,524.00 shares. In addition, there have been 3 sales at an average price of $385.12 for 393.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Safeguard Investment Advisory Group, LLC's estimated gain on his MSFT holdings is $2.45 Mil, reflecting a 64.06% gain to date.
Safeguard Investment Advisory Group, LLC MSFT ($505.27) Holding Chart
Safeguard Investment Advisory Group, LLC MSFT ($505.27) 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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