1919 Socially Responsive Balanced Fund MSFT Holdings History
1919 Socially Responsive Balanced Fund's Microsoft Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 95,421.00 shares of Microsoft Corp(MSFT), totaling $35.88 Mil. This investment constitutes 7.01% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 7 purchases of MSFT, at an average price of $210.69, for a total of 112,544.00 shares. In addition, there have been 2 sales at an average price of $269.34 for 17,123.00 shares. Based on historical transaction data and MSFT's current price of $505.50, 1919 Socially Responsive Balanced Fund's estimated gain on his MSFT holdings is $29.13 Mil, reflecting a 122.87% gain to date.
1919 Socially Responsive Balanced Fund MSFT ($505.50) Holding Chart
1919 Socially Responsive Balanced Fund MSFT ($505.50) 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
