Number of Shares
72,458.00
Current Holdings Value*
$36.04 Mil
% of Portfolio
3.1%
Total Estimate Gain
$33.40 Mil
% of Total Estimate Gain
514.18%

NAPLES GLOBAL ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 72,458.00 shares of Microsoft Corp(MSFT), totaling $36.04 Mil. This investment constitutes 3.1% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then NAPLES GLOBAL ADVISORS, LLC has made 25 purchases of MSFT, at an average price of $77.81, for a total of 83,483.00 shares. In addition, there have been 14 sales at an average price of $266.37 for 11,025.00 shares. Based on historical transaction data and MSFT's current price of $510.05, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his MSFT holdings is $33.40 Mil, reflecting a 514.18% gain to date.

NAPLES GLOBAL ADVISORS, LLC MSFT ($510.05) Holding Chart

NAPLES GLOBAL 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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