Number of Shares
37,757.00
Current Holdings Value*
$14.18 Mil
% of Portfolio
3.11%
Total Estimate Gain
$8.21 Mil
% of Total Estimate Gain
66.69%

Herold Advisors, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Herold Advisors, Inc. held 37,757.00 shares of Microsoft Corp(MSFT), totaling $14.18 Mil. This investment constitutes 3.11% of their stock portfolio, and Herold Advisors, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q3. And since then Herold Advisors, Inc. has made 8 purchases of MSFT, at an average price of $284.39, for a total of 43,280.00 shares. In addition, there have been 6 sales at an average price of $350.98 for 5,523.00 shares. Based on historical transaction data and MSFT's current price of $492.05, Herold Advisors, Inc.'s estimated gain on his MSFT holdings is $8.21 Mil, reflecting a 66.69% gain to date.

Herold Advisors, Inc. MSFT ($492.05) Holding Chart

Herold Advisors, Inc. MSFT ($492.05) 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 %

Top Ranked Articles

  • 1