Number of Shares
83,979.00
Current Holdings Value*
$31.52 Mil
% of Portfolio
3.26%
Total Estimate Gain
$19.03 Mil
% of Total Estimate Gain
69.50%

INSIGNEO ADVISORY SERVICES, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 83,979.00 shares of Microsoft Corp(MSFT), totaling $31.52 Mil. This investment constitutes 3.26% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 6 purchases of MSFT, at an average price of $296.43, for a total of 92,367.00 shares. In addition, there have been 3 sales at an average price of $426.24 for 8,388.00 shares. Based on historical transaction data and MSFT's current price of $510.05, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his MSFT holdings is $19.03 Mil, reflecting a 69.50% gain to date.

INSIGNEO ADVISORY SERVICES, LLC MSFT ($510.05) Holding Chart

INSIGNEO ADVISORY SERVICES, LLC MSFT ($510.05) 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 %

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