Number of Shares
23,777.00
Current Holdings Value*
$8.93 Mil
% of Portfolio
7.82%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
47.70%

Roberts Capital Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Roberts Capital Advisors, LLC held 23,777.00 shares of Microsoft Corp(MSFT), totaling $8.93 Mil. This investment constitutes 7.82% of their stock portfolio, and Roberts Capital Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $406.95 for 8,142.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Roberts Capital Advisors, LLC's estimated gain on his MSFT holdings is $4.95 Mil, reflecting a 47.70% gain to date.

Roberts Capital Advisors, LLC MSFT ($505.27) Holding Chart

Roberts Capital Advisors, LLC 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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