Polen Growth & Income Fund MSFT Holdings History
Number of Shares
482.00
Current Holdings Value*
$190,520.00
% of Portfolio
4.8%
Total Estimate Gain
$103,078.14
% of Total Estimate Gain
47.12%
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 $510.05, Polen Growth & Income Fund's estimated gain on his MSFT holdings is $103,078.14, reflecting a 47.12% gain to date.
Polen Growth & Income Fund MSFT ($510.05) Holding Chart
Polen Growth & Income Fund 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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