Number of Shares
73,575.00
Current Holdings Value*
$36.60 Mil
% of Portfolio
6.8%
Total Estimate Gain
$26.73 Mil
% of Total Estimate Gain
195.50%

Perennial Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 73,575.00 shares of Microsoft Corp(MSFT), totaling $36.60 Mil. This investment constitutes 6.8% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 17 purchases of MSFT, at an average price of $162.65, for a total of 84,073.00 shares. In addition, there have been 11 sales at an average price of $303.87 for 10,498.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Perennial Advisors, LLC's estimated gain on his MSFT holdings is $26.73 Mil, reflecting a 195.50% gain to date.

Perennial Advisors, LLC MSFT ($505.87) Holding Chart

Perennial Advisors, LLC MSFT ($505.87) 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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