Neiman Large Cap Value Fund MSFT Holdings History
Number of Shares
3,000.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
3.37%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
80.82%
Neiman Large Cap Value Fund's Microsoft Corp Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 3,000.00 shares of Microsoft Corp(MSFT), totaling $1.13 Mil. This investment constitutes 3.37% of their stock portfolio, and NEIMAN FUNDS now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q2. And since then Neiman Large Cap Value Fund has made 9 purchases of MSFT, at an average price of $222.73, for a total of 5,700.00 shares. In addition, there have been 2 sales at an average price of $295.97 for 2,700.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Neiman Large Cap Value Fund's estimated gain on his MSFT holdings is $1.03 Mil, reflecting a 80.82% gain to date.
Neiman Large Cap Value Fund MSFT ($498.84) Holding Chart
Neiman Large Cap Value Fund MSFT ($498.84) 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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