Stevard, LLC MSFT Holdings History

Number of Shares
2,547.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
4.01%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
38.40%

Stevard, LLC's Microsoft Corp Holding Summary

As of 2024-12-31, Stevard, LLC held 2,547.00 shares of Microsoft Corp(MSFT), totaling $1.07 Mil. This investment constitutes 4.01% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Stevard, LLC has made 7 purchases of MSFT, at an average price of $188.94, for a total of 27,490.00 shares. In addition, there have been 4 sales at an average price of $237.25 for 24,943.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Stevard, LLC's estimated gain on his MSFT holdings is $1.99 Mil, reflecting a 38.40% gain to date.

Stevard, LLC MSFT ($498.84) Holding Chart

Stevard, 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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