Number of Shares
43,528.00
Current Holdings Value*
$12.27 Mil
% of Portfolio
1.93%
Total Estimate Gain
$14.00 Mil
% of Total Estimate Gain
170.60%

Berman Capital Advisors, LLC's Microsoft Corp Holding Summary

As of 2021-09-30, Berman Capital Advisors, LLC held 43,528.00 shares of Microsoft Corp(MSFT), totaling $12.27 Mil. This investment constitutes 1.93% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 12 purchases of MSFT, at an average price of $188.49, for a total of 43,529.00 shares. In addition, there have been 1 sales at an average price of $108.32 for 1.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Berman Capital Advisors, LLC's estimated gain on his MSFT holdings is $14.00 Mil, reflecting a 170.60% gain to date.

Berman Capital Advisors, LLC MSFT ($510.05) Holding Chart

Berman Capital 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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