Number of Shares
13,652.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
1.99%
Total Estimate Gain
$4.36 Mil
% of Total Estimate Gain
112.84%

FORTEM FINANCIAL GROUP, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 13,652.00 shares of Microsoft Corp(MSFT), totaling $5.12 Mil. This investment constitutes 1.99% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then FORTEM FINANCIAL GROUP, LLC has made 16 purchases of MSFT, at an average price of $207.11, for a total of 18,656.00 shares. In addition, there have been 10 sales at an average price of $251.88 for 5,004.00 shares. Based on historical transaction data and MSFT's current price of $510.05, FORTEM FINANCIAL GROUP, LLC's estimated gain on his MSFT holdings is $4.36 Mil, reflecting a 112.84% gain to date.

FORTEM FINANCIAL GROUP, LLC MSFT ($510.05) Holding Chart

FORTEM FINANCIAL GROUP, LLC 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 %

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