Number of Shares
146,227.00
Current Holdings Value*
$50.08 Mil
% of Portfolio
2.69%
Total Estimate Gain
$78.80 Mil
% of Total Estimate Gain
485.71%

Carroll Financial Associates, Inc.'s Microsoft Corp Holding Summary

As of 2021-12-31, Carroll Financial Associates, Inc. held 146,227.00 shares of Microsoft Corp(MSFT), totaling $50.08 Mil. This investment constitutes 2.69% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Carroll Financial Associates, Inc. has made 5 purchases of MSFT, at an average price of $39.87, for a total of 406,911.00 shares. In addition, there have been 19 sales at an average price of $78.39 for 260,684.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Carroll Financial Associates, Inc.'s estimated gain on his MSFT holdings is $78.80 Mil, reflecting a 485.71% gain to date.

Carroll Financial Associates, Inc. MSFT ($510.05) Holding Chart

Carroll Financial Associates, Inc. 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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