Number of Shares
16,937.00
Current Holdings Value*
$6.36 Mil
% of Portfolio
2.89%
Total Estimate Gain
$4.30 Mil
% of Total Estimate Gain
57.45%

Key Client Fiduciary Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Key Client Fiduciary Advisors, LLC held 16,937.00 shares of Microsoft Corp(MSFT), totaling $6.36 Mil. This investment constitutes 2.89% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 6 purchases of MSFT, at an average price of $294.72, for a total of 25,376.00 shares. In addition, there have been 7 sales at an average price of $400.19 for 8,439.00 shares. Based on historical transaction data and MSFT's current price of $495.86, Key Client Fiduciary Advisors, LLC's estimated gain on his MSFT holdings is $4.30 Mil, reflecting a 57.45% gain to date.

Key Client Fiduciary Advisors, LLC MSFT ($495.86) Holding Chart

Key Client Fiduciary Advisors, LLC MSFT ($495.86) 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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