Number of Shares
55,724.00
Current Holdings Value*
$20.92 Mil
% of Portfolio
4.66%
Total Estimate Gain
$19.98 Mil
% of Total Estimate Gain
99.32%

Clearstead Trust, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Clearstead Trust, LLC held 55,724.00 shares of Microsoft Corp(MSFT), totaling $20.92 Mil. This investment constitutes 4.66% of their stock portfolio, and Clearstead Trust, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 12 purchases of MSFT, at an average price of $188.10, for a total of 106,954.00 shares. In addition, there have been 16 sales at an average price of $241.35 for 51,230.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Clearstead Trust, LLC's estimated gain on his MSFT holdings is $19.98 Mil, reflecting a 99.32% gain to date.

Clearstead Trust, LLC MSFT ($497.72) Holding Chart

Clearstead Trust, LLC MSFT ($497.72) 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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