Number of Shares
13,176.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
1.8%
Total Estimate Gain
$4.84 Mil
% of Total Estimate Gain
113.02%

Prudent Man Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Prudent Man Advisors, LLC held 13,176.00 shares of Microsoft Corp(MSFT), totaling $4.95 Mil. This investment constitutes 1.8% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q2. And since then Prudent Man Advisors, LLC has made 9 purchases of MSFT, at an average price of $209.20, for a total of 20,482.00 shares. In addition, there have been 10 sales at an average price of $351.68 for 7,306.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Prudent Man Advisors, LLC's estimated gain on his MSFT holdings is $4.84 Mil, reflecting a 113.02% gain to date.

Prudent Man Advisors, LLC MSFT ($497.72) Holding Chart

Prudent Man Advisors, LLC MSFT ($497.72) 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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