Number of Shares
54,893.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
3.61%
Total Estimate Gain
$27.63 Mil
% of Total Estimate Gain
831.70%

NewFocus Financial Group, LLC's Microsoft Corp Holding Summary

As of 2020-12-31, NewFocus Financial Group, LLC held 54,893.00 shares of Microsoft Corp(MSFT), totaling $12.21 Mil. This investment constitutes 3.61% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then NewFocus Financial Group, LLC has made 3 purchases of MSFT, at an average price of $38.48, for a total of 86,357.00 shares. In addition, there have been 16 sales at an average price of $101.42 for 31,464.00 shares. Based on historical transaction data and MSFT's current price of $505.82, NewFocus Financial Group, LLC's estimated gain on his MSFT holdings is $27.63 Mil, reflecting a 831.70% gain to date.

NewFocus Financial Group, LLC MSFT ($505.82) Holding Chart

NewFocus Financial Group, LLC 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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