Legacy Advisors, LLC MSFT Holdings History

Number of Shares
63,714.00
Current Holdings Value*
$23.92 Mil
% of Portfolio
2.46%
Total Estimate Gain
$15.47 Mil
% of Total Estimate Gain
79.09%

Legacy Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Legacy Advisors, LLC held 63,714.00 shares of Microsoft Corp(MSFT), totaling $23.92 Mil. This investment constitutes 2.46% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 21 purchases of MSFT, at an average price of $242.66, for a total of 80,589.00 shares. In addition, there have been 7 sales at an average price of $140.13 for 16,875.00 shares. Based on historical transaction data and MSFT's current price of $512.54, Legacy Advisors, LLC's estimated gain on his MSFT holdings is $15.47 Mil, reflecting a 79.09% gain to date.

Legacy Advisors, LLC MSFT ($512.54) Holding Chart

Legacy Advisors, LLC MSFT ($512.54) 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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