Number of Shares
1,200.00
Current Holdings Value*
$450,470.00
% of Portfolio
0%
Total Estimate Gain
$132.23 Mil
% of Total Estimate Gain
51.46%

Sequoia Financial Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Sequoia Financial Advisors, LLC held 1,200.00 shares of Microsoft Corp(MSFT), totaling $450,470.00. This investment constitutes 0% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Sequoia Financial Advisors, LLC has made 24 purchases of MSFT, at an average price of $291.89, for a total of 880,404.00 shares. In addition, there have been 12 sales at an average price of $245.76 for 197,430.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Sequoia Financial Advisors, LLC's estimated gain on his MSFT holdings is $132.23 Mil, reflecting a 51.46% gain to date.

Sequoia Financial Advisors, LLC MSFT ($498.84) Holding Chart

Sequoia Financial Advisors, LLC MSFT ($498.84) 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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