Number of Shares
72,198.00
Current Holdings Value*
$27.10 Mil
% of Portfolio
1.54%
Total Estimate Gain
$13.70 Mil
% of Total Estimate Gain
53.46%

SIMON QUICK ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 72,198.00 shares of Microsoft Corp(MSFT), totaling $27.10 Mil. This investment constitutes 1.54% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 19 purchases of MSFT, at an average price of $294.75, for a total of 86,972.00 shares. In addition, there have been 9 sales at an average price of $232.10 for 14,774.00 shares. Based on historical transaction data and MSFT's current price of $497.39, SIMON QUICK ADVISORS, LLC's estimated gain on his MSFT holdings is $13.70 Mil, reflecting a 53.46% gain to date.

SIMON QUICK ADVISORS, LLC MSFT ($497.39) Holding Chart

SIMON QUICK ADVISORS, LLC MSFT ($497.39) 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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