Number of Shares
24,172.00
Current Holdings Value*
$9.07 Mil
% of Portfolio
1.66%
Total Estimate Gain
$243.81 Mil
% of Total Estimate Gain
83.55%

Morningstar Investment Services LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Morningstar Investment Services LLC held 24,172.00 shares of Microsoft Corp(MSFT), totaling $9.07 Mil. This investment constitutes 1.66% of their stock portfolio, and Morningstar Investment Services LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Morningstar Investment Services LLC has made 21 purchases of MSFT, at an average price of $180.45, for a total of 1.62 Mil shares. In addition, there have been 15 sales at an average price of $328.76 for 1.59 Mil shares. Based on historical transaction data and MSFT's current price of $492.27, Morningstar Investment Services LLC's estimated gain on his MSFT holdings is $243.81 Mil, reflecting a 83.55% gain to date.

Morningstar Investment Services LLC MSFT ($492.27) Holding Chart

Morningstar Investment Services LLC MSFT ($492.27) 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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