Legacy Trust MSFT Holdings History

Number of Shares
40,933.00
Current Holdings Value*
$15.37 Mil
% of Portfolio
3.7%
Total Estimate Gain
$11.81 Mil
% of Total Estimate Gain
103.65%

Legacy Trust's Microsoft Corp Holding Summary

As of 2025-03-31, Legacy Trust held 40,933.00 shares of Microsoft Corp(MSFT), totaling $15.37 Mil. This investment constitutes 3.7% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 5 purchases of MSFT, at an average price of $246.24, for a total of 46,284.00 shares. In addition, there have been 4 sales at an average price of $413.78 for 5,351.00 shares. Based on historical transaction data and MSFT's current price of $512.93, Legacy Trust's estimated gain on his MSFT holdings is $11.81 Mil, reflecting a 103.65% gain to date.

Legacy Trust MSFT ($512.93) Holding Chart

Legacy Trust MSFT ($512.93) 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