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
37.49%

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 $501.01, Cetera Trust Company, N.A's estimated gain on his MSFT holdings is $2.15 Mil, reflecting a 37.49% gain to date.

Cetera Trust Company, N.A MSFT ($501.01) Holding Chart

Cetera Trust Company, N.A MSFT ($501.01) 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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