Income Equity Fund MSFT Holdings History
Income Equity Fund's Microsoft Corp Holding Summary
As of 2025-03-31, Income Equity Fund held 31,682.00 shares of Microsoft Corp(MSFT), totaling $11.89 Mil. This investment constitutes 5.33% of their stock portfolio, and Income Equity Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q3. And since then Income Equity Fund has made 5 purchases of MSFT, at an average price of $177.25, for a total of 47,217.00 shares. In addition, there have been 14 sales at an average price of $217.70 for 15,535.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Income Equity Fund's estimated gain on his MSFT holdings is $10.73 Mil, reflecting a 128.15% gain to date.
Income Equity Fund MSFT ($495.94) Holding Chart
Income Equity Fund MSFT ($495.94) 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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