Summit Financial, LLC MSFT Holdings History
Summit Financial, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Summit Financial, LLC held 165,602.00 shares of Microsoft Corp(MSFT), totaling $62.17 Mil. This investment constitutes 1.74% of their stock portfolio, and Summit Financial, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Summit Financial, LLC has made 14 purchases of MSFT, at an average price of $366.91, for a total of 175,246.00 shares. In addition, there have been 3 sales at an average price of $247.60 for 9,644.00 shares. Based on historical transaction data and MSFT's current price of $490.11, Summit Financial, LLC's estimated gain on his MSFT holdings is $19.25 Mil, reflecting a 29.94% gain to date.
Summit Financial, LLC MSFT ($490.11) Holding Chart
Summit Financial, LLC MSFT ($490.11) 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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