Number of Shares
1,922.00
Current Holdings Value*
$956,020.00
% of Portfolio
0.47%
Total Estimate Gain
$487,340.77
% of Total Estimate Gain
24.50%

Cresta Advisors, Ltd.'s Microsoft Corp Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held 1,922.00 shares of Microsoft Corp(MSFT), totaling $956,020.00. This investment constitutes 0.47% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q1. And since then Cresta Advisors, Ltd. has made 6 purchases of MSFT, at an average price of $341.55, for a total of 5,823.00 shares. In addition, there have been 3 sales at an average price of $383.45 for 3,901.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Cresta Advisors, Ltd.'s estimated gain on his MSFT holdings is $487,340.77, reflecting a 24.50% gain to date.

Cresta Advisors, Ltd. MSFT ($510.05) Holding Chart

Cresta Advisors, Ltd. 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 %

Top Ranked Articles

  • 1