Alpha Family Trust MSFT Holdings History

Number of Shares
32,072.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
7.03%
Total Estimate Gain
$7.85 Mil
% of Total Estimate Gain
31.12%

Alpha Family Trust's Microsoft Corp Holding Summary

As of 2025-03-31, Alpha Family Trust held 32,072.00 shares of Microsoft Corp(MSFT), totaling $12.04 Mil. This investment constitutes 7.03% of their stock portfolio, and Alpha Family Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Alpha Family Trust has made 3 purchases of MSFT, at an average price of $261.76, for a total of 96,343.00 shares. In addition, there have been 4 sales at an average price of $259.98 for 64,271.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Alpha Family Trust's estimated gain on his MSFT holdings is $7.85 Mil, reflecting a 31.12% gain to date.

Alpha Family Trust MSFT ($510.05) Holding Chart

Alpha Family Trust 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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