Number of Shares
113,135.00
Current Holdings Value*
$38.05 Mil
% of Portfolio
2.82%
Total Estimate Gain
$44.82 Mil
% of Total Estimate Gain
243.56%

REILLY FINANCIAL ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2021-12-31, REILLY FINANCIAL ADVISORS, LLC held 113,135.00 shares of Microsoft Corp(MSFT), totaling $38.05 Mil. This investment constitutes 2.82% of their stock portfolio, and REILLY FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then REILLY FINANCIAL ADVISORS, LLC has made 18 purchases of MSFT, at an average price of $135.45, for a total of 135,854.00 shares. In addition, there have been 7 sales at an average price of $242.80 for 22,719.00 shares. Based on historical transaction data and MSFT's current price of $510.05, REILLY FINANCIAL ADVISORS, LLC's estimated gain on his MSFT holdings is $44.82 Mil, reflecting a 243.56% gain to date.

REILLY FINANCIAL ADVISORS, LLC MSFT ($510.05) Holding Chart

REILLY FINANCIAL 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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