Number of Shares
43,275.00
Current Holdings Value*
$16.25 Mil
% of Portfolio
2.09%
Total Estimate Gain
$11.58 Mil
% of Total Estimate Gain
81.49%

Continuum Advisory, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Continuum Advisory, LLC held 43,275.00 shares of Microsoft Corp(MSFT), totaling $16.25 Mil. This investment constitutes 2.09% of their stock portfolio, and Continuum Advisory, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Continuum Advisory, LLC has made 14 purchases of MSFT, at an average price of $254.78, for a total of 55,800.00 shares. In addition, there have been 6 sales at an average price of $346.46 for 12,525.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Continuum Advisory, LLC's estimated gain on his MSFT holdings is $11.58 Mil, reflecting a 81.49% gain to date.

Continuum Advisory, LLC MSFT ($495.94) Holding Chart

Continuum Advisory, LLC MSFT ($495.94) 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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