Number of Shares
32,565.00
Current Holdings Value*
$12.22 Mil
% of Portfolio
2.48%
Total Estimate Gain
$7.69 Mil
% of Total Estimate Gain
71.73%

Fortis Capital Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Fortis Capital Advisors, LLC held 32,565.00 shares of Microsoft Corp(MSFT), totaling $12.22 Mil. This investment constitutes 2.48% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 5 purchases of MSFT, at an average price of $286.13, for a total of 37,458.00 shares. In addition, there have been 4 sales at an average price of $365.10 for 4,893.00 shares. Based on historical transaction data and MSFT's current price of $510.33, Fortis Capital Advisors, LLC's estimated gain on his MSFT holdings is $7.69 Mil, reflecting a 71.73% gain to date.

Fortis Capital Advisors, LLC MSFT ($510.33) Holding Chart

Fortis Capital Advisors, LLC MSFT ($510.33) 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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