Clear Rock Advisors, LLC MSFT Holdings History
Number of Shares
9,711.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
1.85%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
42.88%
Clear Rock Advisors, LLC's Microsoft Corp Holding Summary
As of 2024-06-30, Clear Rock Advisors, LLC held 9,711.00 shares of Microsoft Corp(MSFT), totaling $4.34 Mil. This investment constitutes 1.85% of their stock portfolio, and Clear Rock Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Clear Rock Advisors, LLC has made 2 purchases of MSFT, at an average price of $356.98, for a total of 9,711.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Clear Rock Advisors, LLC's estimated gain on his MSFT holdings is $1.49 Mil, reflecting a 42.88% gain to date.
Clear Rock Advisors, LLC MSFT ($510.05) Holding Chart
Clear Rock Advisors, LLC 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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