Number of Shares
15,188.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
3.28%
Total Estimate Gain
$3.16 Mil
% of Total Estimate Gain
70.36%

Schear Investment Advisers, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Schear Investment Advisers, LLC held 15,188.00 shares of Microsoft Corp(MSFT), totaling $5.70 Mil. This investment constitutes 3.28% of their stock portfolio, and Schear Investment Advisers, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Schear Investment Advisers, LLC has made 8 purchases of MSFT, at an average price of $290.33, for a total of 15,452.00 shares. In addition, there have been 1 sales at an average price of $330.44 for 264.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Schear Investment Advisers, LLC's estimated gain on his MSFT holdings is $3.16 Mil, reflecting a 70.36% gain to date.

Schear Investment Advisers, LLC MSFT ($497.45) Holding Chart

Schear Investment Advisers, LLC MSFT ($497.45) 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 %

Top Ranked Articles

  • 1