Summit Place Financial Advisors, LLC MSFT Holdings History
Summit Place Financial Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Summit Place Financial Advisors, LLC held 17,266.00 shares of Microsoft Corp(MSFT), totaling $8.59 Mil. This investment constitutes 4.32% of their stock portfolio, and Summit Place Financial Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Summit Place Financial Advisors, LLC has made 9 purchases of MSFT, at an average price of $181.23, for a total of 26,839.00 shares. In addition, there have been 12 sales at an average price of $298.77 for 9,573.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Summit Place Financial Advisors, LLC's estimated gain on his MSFT holdings is $6.82 Mil, reflecting a 140.16% gain to date.
Summit Place Financial Advisors, LLC MSFT ($510.88) Holding Chart
Summit Place Financial Advisors, LLC MSFT ($510.88) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
