Number of Shares
23,077.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
1.78%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
27.85%

United Advisor Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, United Advisor Group, LLC held 23,077.00 shares of Microsoft Corp(MSFT), totaling $8.66 Mil. This investment constitutes 1.78% of their stock portfolio, and United Advisor Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then United Advisor Group, LLC has made 3 purchases of MSFT, at an average price of $375.07, for a total of 32,616.00 shares. In addition, there have been 2 sales at an average price of $405.70 for 9,539.00 shares. Based on historical transaction data and MSFT's current price of $510.05, United Advisor Group, LLC's estimated gain on his MSFT holdings is $3.41 Mil, reflecting a 27.85% gain to date.

United Advisor Group, LLC MSFT ($510.05) Holding Chart

United Advisor Group, LLC 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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