Number of Shares
3,379.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
3.95%
Total Estimate Gain
$601,681.13
% of Total Estimate Gain
35.97%

SBH GLOBAL ALL CAP FUND's Microsoft Corp Holding Summary

As of 2025-03-31, SBH GLOBAL ALL CAP FUND held 3,379.00 shares of Microsoft Corp(MSFT), totaling $1.27 Mil. This investment constitutes 3.95% of their stock portfolio, and SBH GLOBAL ALL CAP FUND now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $321.13 for 1,766.00 shares. Based on historical transaction data and MSFT's current price of $505.27, SBH GLOBAL ALL CAP FUND's estimated gain on his MSFT holdings is $601,681.13, reflecting a 35.97% gain to date.

SBH GLOBAL ALL CAP FUND MSFT ($505.27) Holding Chart

SBH GLOBAL ALL CAP FUND MSFT ($505.27) 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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