Synergy Asset Management, LLC MSFT Holdings History
Synergy Asset Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 178,107.00 shares of Microsoft Corp(MSFT), totaling $66.86 Mil. This investment constitutes 8.43% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 9 purchases of MSFT, at an average price of $341.06, for a total of 318,475.00 shares. In addition, there have been 8 sales at an average price of $354.84 for 140,368.00 shares. Based on historical transaction data and MSFT's current price of $505.82, Synergy Asset Management, LLC's estimated gain on his MSFT holdings is $31.28 Mil, reflecting a 28.80% gain to date.
Synergy Asset Management, LLC MSFT ($505.82) Holding Chart
Synergy Asset Management, LLC MSFT ($505.82) 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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