Number of Shares
1,179.00
Current Holdings Value*
$442,580.00
% of Portfolio
6.32%
Total Estimate Gain
$122,584.38
% of Total Estimate Gain
25.55%

Cromwell Sustainable Balanced Fund's Microsoft Corp Holding Summary

As of 2025-03-31, Cromwell Sustainable Balanced Fund held 1,179.00 shares of Microsoft Corp(MSFT), totaling $442,580.00. This investment constitutes 6.32% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of MSFT, at an average price of $406.91, for a total of 1,179.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Cromwell Sustainable Balanced Fund's estimated gain on his MSFT holdings is $122,584.38, reflecting a 25.55% gain to date.

Cromwell Sustainable Balanced Fund MSFT ($510.88) Holding Chart

Cromwell Sustainable Balanced Fund MSFT ($510.88) 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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