Number of Shares
4,837.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
3.66%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
17.78%

Advanced Portfolio Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Advanced Portfolio Management, LLC held 4,837.00 shares of Microsoft Corp(MSFT), totaling $1.82 Mil. This investment constitutes 3.66% of their stock portfolio, and Advanced Portfolio Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q2. And since then Advanced Portfolio Management, LLC has made 4 purchases of MSFT, at an average price of $347.73, for a total of 27,821.00 shares. In addition, there have been 3 sales at an average price of $392.43 for 22,984.00 shares. Based on historical transaction data and MSFT's current price of $490.99, Advanced Portfolio Management, LLC's estimated gain on his MSFT holdings is $1.72 Mil, reflecting a 17.78% gain to date.

Advanced Portfolio Management, LLC MSFT ($490.99) Holding Chart

Advanced Portfolio Management, LLC MSFT ($490.99) 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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