Number of Shares
289,951.00
Current Holdings Value*
$108.84 Mil
% of Portfolio
2.04%
Total Estimate Gain
$293.44 Mil
% of Total Estimate Gain
363.02%

Advisors Asset Management, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Advisors Asset Management, Inc. held 289,951.00 shares of Microsoft Corp(MSFT), totaling $108.84 Mil. This investment constitutes 2.04% of their stock portfolio, and Advisors Asset Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Advisors Asset Management, Inc. has made 15 purchases of MSFT, at an average price of $60.73, for a total of 1.33 Mil shares. In addition, there have been 22 sales at an average price of $220.98 for 1.04 Mil shares. Based on historical transaction data and MSFT's current price of $497.39, Advisors Asset Management, Inc.'s estimated gain on his MSFT holdings is $293.44 Mil, reflecting a 363.02% gain to date.

Advisors Asset Management, Inc. MSFT ($497.39) Holding Chart

Advisors Asset Management, Inc. MSFT ($497.39) 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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