Number of Shares
19,985.00
Current Holdings Value*
$7.50 Mil
% of Portfolio
3.4%
Total Estimate Gain
$10.07 Mil
% of Total Estimate Gain
70.76%

CUMBERLAND ADVISORS INC's Microsoft Corp Holding Summary

As of 2025-03-31, CUMBERLAND ADVISORS INC held 19,985.00 shares of Microsoft Corp(MSFT), totaling $7.50 Mil. This investment constitutes 3.4% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then CUMBERLAND ADVISORS INC has made 11 purchases of MSFT, at an average price of $199.87, for a total of 71,213.00 shares. In addition, there have been 13 sales at an average price of $278.20 for 51,228.00 shares. Based on historical transaction data and MSFT's current price of $503.02, CUMBERLAND ADVISORS INC's estimated gain on his MSFT holdings is $10.07 Mil, reflecting a 70.76% gain to date.

CUMBERLAND ADVISORS INC MSFT ($503.02) Holding Chart

CUMBERLAND ADVISORS INC MSFT ($503.02) 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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