Claro Advisors LLC MSFT Holdings History

Number of Shares
54,050.00
Current Holdings Value*
$20.29 Mil
% of Portfolio
2.72%
Total Estimate Gain
$16.68 Mil
% of Total Estimate Gain
120.64%

Claro Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Claro Advisors LLC held 54,050.00 shares of Microsoft Corp(MSFT), totaling $20.29 Mil. This investment constitutes 2.72% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 18 purchases of MSFT, at an average price of $217.07, for a total of 63,707.00 shares. In addition, there have been 5 sales at an average price of $293.49 for 9,657.00 shares. Based on historical transaction data and MSFT's current price of $512.06, Claro Advisors LLC's estimated gain on his MSFT holdings is $16.68 Mil, reflecting a 120.64% gain to date.

Claro Advisors LLC MSFT ($512.06) Holding Chart

Claro Advisors LLC MSFT ($512.06) 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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