Number of Shares
13,078.00
Current Holdings Value*
$6.51 Mil
% of Portfolio
3.04%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
54.56%

O'ROURKE & COMPANY, Inc's Microsoft Corp Holding Summary

As of 2025-06-30, O'ROURKE & COMPANY, Inc held 13,078.00 shares of Microsoft Corp(MSFT), totaling $6.51 Mil. This investment constitutes 3.04% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 11 purchases of MSFT, at an average price of $322.57, for a total of 14,236.00 shares. In addition, there have been 3 sales at an average price of $422.67 for 1,158.00 shares. Based on historical transaction data and MSFT's current price of $505.27, O'ROURKE & COMPANY, Inc's estimated gain on his MSFT holdings is $2.51 Mil, reflecting a 54.56% gain to date.

O'ROURKE & COMPANY, Inc MSFT ($505.27) Holding Chart

O'ROURKE & COMPANY, Inc MSFT ($505.27) 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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