Number of Shares
32,780.00
Current Holdings Value*
$9.24 Mil
% of Portfolio
1.9%
Total Estimate Gain
$10.22 Mil
% of Total Estimate Gain
147.30%

Cascadia Advisory Services, LLC's Microsoft Corp Holding Summary

As of 2021-09-30, Cascadia Advisory Services, LLC held 32,780.00 shares of Microsoft Corp(MSFT), totaling $9.24 Mil. This investment constitutes 1.9% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Cascadia Advisory Services, LLC has made 3 purchases of MSFT, at an average price of $189.57, for a total of 36,601.00 shares. In addition, there have been 2 sales at an average price of $219.71 for 3,821.00 shares. Based on historical transaction data and MSFT's current price of $497.85, Cascadia Advisory Services, LLC's estimated gain on his MSFT holdings is $10.22 Mil, reflecting a 147.30% gain to date.

Cascadia Advisory Services, LLC MSFT ($497.85) Holding Chart

Cascadia Advisory Services, LLC MSFT ($497.85) 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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