Mutual Advisors, LLC MSFT Holdings History

Number of Shares
227,547.00
Current Holdings Value*
$89.16 Mil
% of Portfolio
2.55%
Total Estimate Gain
$75.89 Mil
% of Total Estimate Gain
138.79%

Mutual Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 227,547.00 shares of Microsoft Corp(MSFT), totaling $89.16 Mil. This investment constitutes 2.55% of their stock portfolio, and Mutual Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Mutual Advisors, LLC has made 22 purchases of MSFT, at an average price of $202.57, for a total of 269,926.00 shares. In addition, there have been 6 sales at an average price of $342.35 for 42,379.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Mutual Advisors, LLC's estimated gain on his MSFT holdings is $75.89 Mil, reflecting a 138.79% gain to date.

Mutual Advisors, LLC MSFT ($510.05) Holding Chart

Mutual Advisors, 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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