Addison Advisors LLC MSFT Holdings History

Number of Shares
15,577.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
1.6%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
66.70%

Addison Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Addison Advisors LLC held 15,577.00 shares of Microsoft Corp(MSFT), totaling $5.85 Mil. This investment constitutes 1.6% of their stock portfolio, and Addison Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Addison Advisors LLC has made 9 purchases of MSFT, at an average price of $274.86, for a total of 20,573.00 shares. In addition, there have been 7 sales at an average price of $296.50 for 4,996.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Addison Advisors LLC's estimated gain on his MSFT holdings is $3.77 Mil, reflecting a 66.70% gain to date.

Addison Advisors LLC MSFT ($510.05) Holding Chart

Addison Advisors 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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