Number of Shares
207,997.00
Current Holdings Value*
$82.21 Mil
% of Portfolio
6.6%
Total Estimate Gain
$41.75 Mil
% of Total Estimate Gain
42.27%

George Putnam Balanced Fund's Microsoft Corp Holding Summary

As of 2025-04-30, George Putnam Balanced Fund held 207,997.00 shares of Microsoft Corp(MSFT), totaling $82.21 Mil. This investment constitutes 6.6% of their stock portfolio, and George Putnam Balanced Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then George Putnam Balanced Fund has made 3 purchases of MSFT, at an average price of $308.01, for a total of 320,684.00 shares. In addition, there have been 10 sales at an average price of $328.32 for 112,687.00 shares. Based on historical transaction data and MSFT's current price of $497.72, George Putnam Balanced Fund's estimated gain on his MSFT holdings is $41.75 Mil, reflecting a 42.27% gain to date.

George Putnam Balanced Fund MSFT ($497.72) Holding Chart

George Putnam Balanced Fund MSFT ($497.72) 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 %

Top Ranked Articles

  • 1