Number of Shares
4,150.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
0.69%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
61.40%

Sterling Financial Group, Inc.'s Microsoft Corp Holding Summary

As of 2025-06-30, Sterling Financial Group, Inc. held 4,150.00 shares of Microsoft Corp(MSFT), totaling $2.06 Mil. This investment constitutes 0.69% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Sterling Financial Group, Inc. has made 5 purchases of MSFT, at an average price of $298.99, for a total of 5,630.00 shares. In addition, there have been 3 sales at an average price of $425.23 for 1,480.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Sterling Financial Group, Inc.'s estimated gain on his MSFT holdings is $1.03 Mil, reflecting a 61.40% gain to date.

Sterling Financial Group, Inc. MSFT ($503.02) Holding Chart

Sterling Financial Group, Inc. MSFT ($503.02) 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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