Institutional Investment Strategy Fund MSFT Holdings History
Number of Shares
497.00
Current Holdings Value*
$186,570.00
% of Portfolio
5.3%
Total Estimate Gain
$39,139.63
% of Total Estimate Gain
19.02%
Institutional Investment Strategy Fund's Microsoft Corp Holding Summary
As of 2025-03-31, Institutional Investment Strategy Fund held 497.00 shares of Microsoft Corp(MSFT), totaling $186,570.00. This investment constitutes 5.3% of their stock portfolio, and Institutional Investment Strategy Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Institutional Investment Strategy Fund has made 4 purchases of MSFT, at an average price of $414.10, for a total of 497.00 shares. Based on historical transaction data and MSFT's current price of $492.85, Institutional Investment Strategy Fund's estimated gain on his MSFT holdings is $39,139.63, reflecting a 19.02% gain to date.
Institutional Investment Strategy Fund MSFT ($492.85) Holding Chart
Institutional Investment Strategy Fund MSFT ($492.85) 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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