Number of Shares
150,579.00
Current Holdings Value*
$74.90 Mil
% of Portfolio
2.31%
Total Estimate Gain
$44.79 Mil
% of Total Estimate Gain
104.11%

Dynamic Advisor Solutions LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Dynamic Advisor Solutions LLC held 150,579.00 shares of Microsoft Corp(MSFT), totaling $74.90 Mil. This investment constitutes 2.31% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Dynamic Advisor Solutions LLC has made 25 purchases of MSFT, at an average price of $211.92, for a total of 203,002.00 shares. In addition, there have been 12 sales at an average price of $205.23 for 52,423.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Dynamic Advisor Solutions LLC's estimated gain on his MSFT holdings is $44.79 Mil, reflecting a 104.11% gain to date.

Dynamic Advisor Solutions LLC MSFT ($511.70) Holding Chart

Dynamic Advisor Solutions LLC MSFT ($511.70) 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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