Dana Large Cap Equity Fund MSFT Holdings History
Number of Shares
9,400.00
Current Holdings Value*
$3.72 Mil
% of Portfolio
5.97%
Total Estimate Gain
$4.53 Mil
% of Total Estimate Gain
151.50%
Dana Large Cap Equity Fund's Microsoft Corp Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 9,400.00 shares of Microsoft Corp(MSFT), totaling $3.72 Mil. This investment constitutes 5.97% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q2. In addition, there have been 9 sales at an average price of $316.56 for 8,600.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Dana Large Cap Equity Fund's estimated gain on his MSFT holdings is $4.53 Mil, reflecting a 151.50% gain to date.
Dana Large Cap Equity Fund MSFT ($510.88) Holding Chart
Dana Large Cap Equity 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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