Number of Shares
30,134.00
Current Holdings Value*
$11.31 Mil
% of Portfolio
4.25%
Total Estimate Gain
$12.12 Mil
% of Total Estimate Gain
196.91%

DELTA FINANCIAL ADVISORS LLC's Microsoft Corp Holding Summary

As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 30,134.00 shares of Microsoft Corp(MSFT), totaling $11.31 Mil. This investment constitutes 4.25% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 8 purchases of MSFT, at an average price of $137.75, for a total of 44,688.00 shares. In addition, there have been 14 sales at an average price of $209.62 for 14,554.00 shares. Based on historical transaction data and MSFT's current price of $505.27, DELTA FINANCIAL ADVISORS LLC's estimated gain on his MSFT holdings is $12.12 Mil, reflecting a 196.91% gain to date.

DELTA FINANCIAL ADVISORS LLC MSFT ($505.27) Holding Chart

DELTA FINANCIAL ADVISORS LLC MSFT ($505.27) 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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