Number of Shares
13,191.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
4.03%
Total Estimate Gain
$14.32 Mil
% of Total Estimate Gain
23.04%

AFFINITY INVESTMENT ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held 13,191.00 shares of Microsoft Corp(MSFT), totaling $4.95 Mil. This investment constitutes 4.03% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 10 purchases of MSFT, at an average price of $56.93, for a total of 1.09 Mil shares. In addition, there have been 28 sales at an average price of $64.84 for 1.08 Mil shares. Based on historical transaction data and MSFT's current price of $495.76, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his MSFT holdings is $14.32 Mil, reflecting a 23.04% gain to date.

AFFINITY INVESTMENT ADVISORS, LLC MSFT ($495.76) Holding Chart

AFFINITY INVESTMENT ADVISORS, LLC MSFT ($495.76) 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 %

Top Ranked Articles

  • 1