Number of Shares
18,698.00
Current Holdings Value*
$7.02 Mil
% of Portfolio
6.3%
Total Estimate Gain
$3.54 Mil
% of Total Estimate Gain
32.76%

Synergy Financial Group, LTD's Microsoft Corp Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 18,698.00 shares of Microsoft Corp(MSFT), totaling $7.02 Mil. This investment constitutes 6.3% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 4 purchases of MSFT, at an average price of $329.67, for a total of 32,787.00 shares. In addition, there have been 9 sales at an average price of $341.63 for 14,089.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Synergy Financial Group, LTD's estimated gain on his MSFT holdings is $3.54 Mil, reflecting a 32.76% gain to date.

Synergy Financial Group, LTD MSFT ($510.05) Holding Chart

Synergy Financial Group, LTD MSFT ($510.05) 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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