Worth Financial Advisory Group, LLC MSFT Holdings History
Worth Financial Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 15,230.00 shares of Microsoft Corp(MSFT), totaling $7.58 Mil. This investment constitutes 4.65% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 8 purchases of MSFT, at an average price of $282.65, for a total of 16,780.00 shares. In addition, there have been 2 sales at an average price of $397.08 for 1,550.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Worth Financial Advisory Group, LLC's estimated gain on his MSFT holdings is $3.64 Mil, reflecting a 76.76% gain to date.
Worth Financial Advisory Group, LLC MSFT ($510.05) Holding Chart
Worth Financial Advisory 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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