Aspiriant Risk-Managed Equity Allocation Fund MSFT Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's Microsoft Corp Holding Summary
As of 2025-03-31, Aspiriant Trust held 39,750.00 shares of Microsoft Corp(MSFT), totaling $14.92 Mil. This investment constitutes 2.94% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 9 purchases of MSFT, at an average price of $205.56, for a total of 65,448.00 shares. In addition, there have been 11 sales at an average price of $335.43 for 25,698.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his MSFT holdings is $15.44 Mil, reflecting a 114.77% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund MSFT ($510.05) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund 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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