Number of Shares
181,058.00
Current Holdings Value*
$67.97 Mil
% of Portfolio
4.51%
Total Estimate Gain
$103.32 Mil
% of Total Estimate Gain
355.21%

MERITAGE PORTFOLIO MANAGEMENT's Microsoft Corp Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 181,058.00 shares of Microsoft Corp(MSFT), totaling $67.97 Mil. This investment constitutes 4.51% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 10 purchases of MSFT, at an average price of $87.71, for a total of 331,647.00 shares. In addition, there have been 23 sales at an average price of $266.05 for 150,589.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his MSFT holdings is $103.32 Mil, reflecting a 355.21% gain to date.

MERITAGE PORTFOLIO MANAGEMENT MSFT ($510.05) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT MSFT ($510.05) 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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