Number of Shares
44,831.00
Current Holdings Value*
$16.83 Mil
% of Portfolio
3.04%
Total Estimate Gain
$25.51 Mil
% of Total Estimate Gain
255.47%

VALLEY NATIONAL ADVISERS INC's Microsoft Corp Holding Summary

As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 44,831.00 shares of Microsoft Corp(MSFT), totaling $16.83 Mil. This investment constitutes 3.04% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q4. And since then VALLEY NATIONAL ADVISERS INC has made 15 purchases of MSFT, at an average price of $115.13, for a total of 86,738.00 shares. In addition, there have been 16 sales at an average price of $301.41 for 41,907.00 shares. Based on historical transaction data and MSFT's current price of $510.05, VALLEY NATIONAL ADVISERS INC's estimated gain on his MSFT holdings is $25.51 Mil, reflecting a 255.47% gain to date.

VALLEY NATIONAL ADVISERS INC MSFT ($510.05) Holding Chart

VALLEY NATIONAL ADVISERS 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 %

Top Ranked Articles

  • 1