Number of Shares
482.00
Current Holdings Value*
$190,520.00
% of Portfolio
4.8%
Total Estimate Gain
$101,039.28
% of Total Estimate Gain
46.19%

Polen Growth & Income Fund's Microsoft Corp Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 482.00 shares of Microsoft Corp(MSFT), totaling $190,520.00. This investment constitutes 4.8% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $404.09 for 188.00 shares. Based on historical transaction data and MSFT's current price of $505.82, Polen Growth & Income Fund's estimated gain on his MSFT holdings is $101,039.28, reflecting a 46.19% gain to date.

Polen Growth & Income Fund MSFT ($505.82) Holding Chart

Polen Growth & Income Fund MSFT ($505.82) 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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