Wallace Advisory Group, LLC MSFT Holdings History
Wallace Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 7,245.00 shares of Microsoft Corp(MSFT), totaling $3.05 Mil. This investment constitutes 2.11% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 4 purchases of MSFT, at an average price of $285.70, for a total of 8,375.00 shares. In addition, there have been 4 sales at an average price of $385.69 for 1,130.00 shares. Based on historical transaction data and MSFT's current price of $492.89, Wallace Advisory Group, LLC's estimated gain on his MSFT holdings is $1.61 Mil, reflecting a 67.46% gain to date.
Wallace Advisory Group, LLC MSFT ($492.89) Holding Chart
Wallace Advisory Group, LLC MSFT ($492.89) 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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