CARL STUART INVESTMENT ADVISOR, INC MSFT Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Microsoft Corp Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 1,596.00 shares of Microsoft Corp(MSFT), totaling $599,190.00. This investment constitutes 0.34% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 2 purchases of MSFT, at an average price of $320.06, for a total of 4,759.00 shares. In addition, there have been 4 sales at an average price of $284.68 for 3,163.00 shares. Based on historical transaction data and MSFT's current price of $495.76, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his MSFT holdings is $168,536.19, reflecting a 11.06% gain to date.
CARL STUART INVESTMENT ADVISOR, INC MSFT ($495.76) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC MSFT ($495.76) 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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