Cetera Trust Company, N.A MSFT Holdings History
Number of Shares
13,815.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
3.3%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
37.60%
Cetera Trust Company, N.A's Microsoft Corp Holding Summary
As of 2025-03-31, Cetera Trust Company, N.A held 13,815.00 shares of Microsoft Corp(MSFT), totaling $5.19 Mil. This investment constitutes 3.3% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $418.68 for 2,278.00 shares. Based on historical transaction data and MSFT's current price of $501.48, Cetera Trust Company, N.A's estimated gain on his MSFT holdings is $2.15 Mil, reflecting a 37.60% gain to date.
Cetera Trust Company, N.A MSFT ($501.48) Holding Chart
Cetera Trust Company, N.A MSFT ($501.48) 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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