Number of Shares
181,230.00
Current Holdings Value*
$68.03 Mil
% of Portfolio
6.08%
Total Estimate Gain
$34.51 Mil
% of Total Estimate Gain
57.32%

Soltis Investment Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Soltis Investment Advisors LLC held 181,230.00 shares of Microsoft Corp(MSFT), totaling $68.03 Mil. This investment constitutes 6.08% of their stock portfolio, and Soltis Investment Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Soltis Investment Advisors LLC has made 16 purchases of MSFT, at an average price of $294.81, for a total of 204,251.00 shares. In addition, there have been 5 sales at an average price of $241.32 for 23,021.00 shares. Based on historical transaction data and MSFT's current price of $492.05, Soltis Investment Advisors LLC's estimated gain on his MSFT holdings is $34.51 Mil, reflecting a 57.32% gain to date.

Soltis Investment Advisors LLC MSFT ($492.05) Holding Chart

Soltis Investment Advisors LLC MSFT ($492.05) 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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