Clearstead Advisors, LLC MSFT Holdings History
Clearstead Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 309,075.00 shares of Microsoft Corp(MSFT), totaling $116.02 Mil. This investment constitutes 1.8% of their stock portfolio, and Clearstead Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 17 purchases of MSFT, at an average price of $287.43, for a total of 531,807.00 shares. In addition, there have been 11 sales at an average price of $332.27 for 222,732.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Clearstead Advisors, LLC's estimated gain on his MSFT holdings is $76.71 Mil, reflecting a 50.18% gain to date.
Clearstead Advisors, LLC MSFT ($503.32) Holding Chart
Clearstead Advisors, LLC MSFT ($503.32) 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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