EVOLUTIONARY TREE INNOVATORS FUND MSFT Holdings History
EVOLUTIONARY TREE INNOVATORS FUND's Microsoft Corp Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 6,430.00 shares of Microsoft Corp(MSFT), totaling $2.55 Mil. This investment constitutes 8.14% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q2. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 8 purchases of MSFT, at an average price of $285.39, for a total of 7,820.00 shares. In addition, there have been 3 sales at an average price of $387.63 for 1,390.00 shares. Based on historical transaction data and MSFT's current price of $503.32, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his MSFT holdings is $1.54 Mil, reflecting a 69.15% gain to date.
EVOLUTIONARY TREE INNOVATORS FUND MSFT ($503.32) Holding Chart
EVOLUTIONARY TREE INNOVATORS 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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