LK Balanced Fund MSFT Holdings History
Number of Shares
2,850.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
5.27%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
190.46%
LK Balanced Fund's Microsoft Corp Holding Summary
As of 2025-03-31, Managed Portfolio Series held 2,850.00 shares of Microsoft Corp(MSFT), totaling $1.07 Mil. This investment constitutes 5.27% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q1. In addition, there have been 2 sales at an average price of $355.05 for 650.00 shares. Based on historical transaction data and MSFT's current price of $505.62, LK Balanced Fund's estimated gain on his MSFT holdings is $1.10 Mil, reflecting a 190.46% gain to date.
LK Balanced Fund MSFT ($505.62) Holding Chart
LK Balanced Fund MSFT ($505.62) 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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