Number of Shares
136,602.00
Current Holdings Value*
$31.82 Mil
% of Portfolio
4.97%
Total Estimate Gain
$76.08 Mil
% of Total Estimate Gain
601.14%

BTR CAPITAL MANAGEMENT INC's Microsoft Corp Holding Summary

As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 136,602.00 shares of Microsoft Corp(MSFT), totaling $31.82 Mil. This investment constitutes 4.97% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 4 purchases of MSFT, at an average price of $38.21, for a total of 331,277.00 shares. In addition, there have been 24 sales at an average price of $100.91 for 194,675.00 shares. Based on historical transaction data and MSFT's current price of $505.82, BTR CAPITAL MANAGEMENT INC's estimated gain on his MSFT holdings is $76.08 Mil, reflecting a 601.14% gain to date.

BTR CAPITAL MANAGEMENT INC MSFT ($505.82) Holding Chart

BTR CAPITAL MANAGEMENT INC MSFT ($505.82) 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