Number of Shares
4,744.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
7.05%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
141.64%

1919 Variable Socially Responsive Balanced Fund's Microsoft Corp Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 4,744.00 shares of Microsoft Corp(MSFT), totaling $1.78 Mil. This investment constitutes 7.05% 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. In addition, there have been 10 sales at an average price of $250.45 for 3,421.00 shares. Based on historical transaction data and MSFT's current price of $503.32, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his MSFT holdings is $1.90 Mil, reflecting a 141.64% gain to date.

1919 Variable Socially Responsive Balanced Fund MSFT ($503.32) Holding Chart

1919 Variable Socially Responsive Balanced Fund MSFT ($503.32) 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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