Fortis Capital Advisors, LLC MSFT Holdings History
Fortis Capital Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Fortis Capital Advisors, LLC held 31,807.00 shares of Microsoft Corp(MSFT), totaling $15.82 Mil. This investment constitutes 2.83% 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 5 sales at an average price of $374.25 for 5,651.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Fortis Capital Advisors, LLC's estimated gain on his MSFT holdings is $7.47 Mil, reflecting a 69.68% gain to date.
Fortis Capital Advisors, LLC MSFT ($505.27) Holding Chart
Fortis Capital 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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