Number of Shares
188,065.00
Current Holdings Value*
$70.60 Mil
% of Portfolio
2.19%
Total Estimate Gain
$37.84 Mil
% of Total Estimate Gain
45.24%

J.W. COLE ADVISORS, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, J.W. COLE ADVISORS, INC. held 188,065.00 shares of Microsoft Corp(MSFT), totaling $70.60 Mil. This investment constitutes 2.19% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 15 purchases of MSFT, at an average price of $262.35, for a total of 318,808.00 shares. In addition, there have been 6 sales at an average price of $201.53 for 130,743.00 shares. Based on historical transaction data and MSFT's current price of $505.82, J.W. COLE ADVISORS, INC.'s estimated gain on his MSFT holdings is $37.84 Mil, reflecting a 45.24% gain to date.

J.W. COLE ADVISORS, INC. MSFT ($505.82) Holding Chart

J.W. COLE ADVISORS, INC. MSFT ($505.82) 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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