Gradient Capital Advisors, LLC MSFT Holdings History
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 $510.88, Gradient Capital Advisors, LLC's estimated gain on his MSFT holdings is $5.19 Mil, reflecting a 169.43% gain to date.
Gradient Capital Advisors, LLC MSFT ($510.88) Holding Chart
Gradient Capital Advisors, LLC MSFT ($510.88) 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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