Number of Shares
246,637.00
Current Holdings Value*
$92.58 Mil
% of Portfolio
2.44%
Total Estimate Gain
$50.46 Mil
% of Total Estimate Gain
57.62%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Microsoft Corp Holding Summary

As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 246,637.00 shares of Microsoft Corp(MSFT), totaling $92.58 Mil. This investment constitutes 2.44% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q4. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 22 purchases of MSFT, at an average price of $302.69, for a total of 289,342.00 shares. In addition, there have been 8 sales at an average price of $286.78 for 42,705.00 shares. Based on historical transaction data and MSFT's current price of $510.05, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his MSFT holdings is $50.46 Mil, reflecting a 57.62% gain to date.

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC MSFT ($510.05) Holding Chart

SIGNATURE ESTATE & INVESTMENT 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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