Number of Shares
287,073.00
Current Holdings Value*
$142.79 Mil
% of Portfolio
8.25%
Total Estimate Gain
$136.40 Mil
% of Total Estimate Gain
268.50%

MOGY JOEL R INVESTMENT COUNSEL INC's Microsoft Corp Holding Summary

As of 2025-06-30, MOGY JOEL R INVESTMENT COUNSEL INC held 287,073.00 shares of Microsoft Corp(MSFT), totaling $142.79 Mil. This investment constitutes 8.25% of their stock portfolio, and MOGY JOEL R INVESTMENT COUNSEL INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then MOGY JOEL R INVESTMENT COUNSEL INC has made 8 purchases of MSFT, at an average price of $68.82, for a total of 738,234.00 shares. In addition, there have been 29 sales at an average price of $90.40 for 451,161.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MOGY JOEL R INVESTMENT COUNSEL INC's estimated gain on his MSFT holdings is $136.40 Mil, reflecting a 268.50% gain to date.

MOGY JOEL R INVESTMENT COUNSEL INC MSFT ($510.05) Holding Chart

MOGY JOEL R INVESTMENT COUNSEL INC 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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