Number of Shares
14,413.00
Current Holdings Value*
$7.17 Mil
% of Portfolio
2.12%
Total Estimate Gain
$5.11 Mil
% of Total Estimate Gain
166.79%

Gradient Capital Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Gradient Capital Advisors, LLC held 14,413.00 shares of Microsoft Corp(MSFT), totaling $7.17 Mil. This investment constitutes 2.12% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 22 purchases of MSFT, at an average price of $177.12, for a total of 17,296.00 shares. In addition, there have been 7 sales at an average price of $308.99 for 2,883.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Gradient Capital Advisors, LLC's estimated gain on his MSFT holdings is $5.11 Mil, reflecting a 166.79% gain to date.

Gradient Capital Advisors, LLC MSFT ($505.27) Holding Chart

Gradient 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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