Number of Shares
71,588.00
Current Holdings Value*
$26.87 Mil
% of Portfolio
14.45%
Total Estimate Gain
$10.51 Mil
% of Total Estimate Gain
38.07%

FOGEL CAPITAL MANAGEMENT, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, FOGEL CAPITAL MANAGEMENT, INC. held 71,588.00 shares of Microsoft Corp(MSFT), totaling $26.87 Mil. This investment constitutes 14.45% of their stock portfolio, and FOGEL CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then FOGEL CAPITAL MANAGEMENT, INC. has made 3 purchases of MSFT, at an average price of $356.73, for a total of 77,362.00 shares. In addition, there have been 2 sales at an average price of $414.38 for 5,774.00 shares. Based on historical transaction data and MSFT's current price of $498.84, FOGEL CAPITAL MANAGEMENT, INC.'s estimated gain on his MSFT holdings is $10.51 Mil, reflecting a 38.07% gain to date.

FOGEL CAPITAL MANAGEMENT, INC. MSFT ($498.84) Holding Chart

FOGEL CAPITAL MANAGEMENT, INC. 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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