Number of Shares
14,128.00
Current Holdings Value*
$7.03 Mil
% of Portfolio
4.19%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
30.86%

SECURED RETIREMENT ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 14,128.00 shares of Microsoft Corp(MSFT), totaling $7.03 Mil. This investment constitutes 4.19% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 4 purchases of MSFT, at an average price of $382.85, for a total of 15,711.00 shares. In addition, there have been 2 sales at an average price of $412.87 for 1,583.00 shares. Based on historical transaction data and MSFT's current price of $510.88, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his MSFT holdings is $1.86 Mil, reflecting a 30.86% gain to date.

SECURED RETIREMENT ADVISORS, LLC MSFT ($510.88) Holding Chart

SECURED RETIREMENT ADVISORS, LLC MSFT ($510.88) 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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