Number of Shares
442,371.00
Current Holdings Value*
$220.04 Mil
% of Portfolio
5.53%
Total Estimate Gain
$85.44 Mil
% of Total Estimate Gain
50.89%

Stonegate Investment Group, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Stonegate Investment Group, LLC held 442,371.00 shares of Microsoft Corp(MSFT), totaling $220.04 Mil. This investment constitutes 5.53% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 9 purchases of MSFT, at an average price of $324.34, for a total of 517,682.00 shares. In addition, there have been 4 sales at an average price of $392.55 for 75,311.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Stonegate Investment Group, LLC's estimated gain on his MSFT holdings is $85.44 Mil, reflecting a 50.89% gain to date.

Stonegate Investment Group, LLC MSFT ($505.87) Holding Chart

Stonegate Investment Group, LLC MSFT ($505.87) 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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