Number of Shares
84,037.00
Current Holdings Value*
$33.11 Mil
% of Portfolio
2.07%
Total Estimate Gain
$7.67 Mil
% of Total Estimate Gain
20.37%

Diversify Advisory Services, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Diversify Advisory Services, LLC held 84,037.00 shares of Microsoft Corp(MSFT), totaling $33.11 Mil. This investment constitutes 2.07% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 3 purchases of MSFT, at an average price of $405.60, for a total of 92,795.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 8,758.00 shares. Based on historical transaction data and MSFT's current price of $496.62, Diversify Advisory Services, LLC's estimated gain on his MSFT holdings is $7.67 Mil, reflecting a 20.37% gain to date.

Diversify Advisory Services, LLC MSFT ($496.62) Holding Chart

Diversify Advisory Services, LLC MSFT ($496.62) 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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