Number of Shares
104,534.00
Current Holdings Value*
$39.24 Mil
% of Portfolio
3.64%
Total Estimate Gain
$38.94 Mil
% of Total Estimate Gain
183.63%

United Asset Strategies, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, United Asset Strategies, Inc. held 104,534.00 shares of Microsoft Corp(MSFT), totaling $39.24 Mil. This investment constitutes 3.64% of their stock portfolio, and United Asset Strategies, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then United Asset Strategies, Inc. has made 25 purchases of MSFT, at an average price of $152.39, for a total of 139,155.00 shares. In addition, there have been 12 sales at an average price of $197.30 for 34,621.00 shares. Based on historical transaction data and MSFT's current price of $510.05, United Asset Strategies, Inc.'s estimated gain on his MSFT holdings is $38.94 Mil, reflecting a 183.63% gain to date.

United Asset Strategies, Inc. MSFT ($510.05) Holding Chart

United Asset Strategies, Inc. MSFT ($510.05) 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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