Schwab S&P 500 Index Portfolio MSFT Holdings History
Schwab S&P 500 Index Portfolio's Microsoft Corp Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 384,006.00 shares of Microsoft Corp(MSFT), totaling $144.15 Mil. This investment constitutes 5.87% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q3. And since then Schwab S&P 500 Index Portfolio has made 8 purchases of MSFT, at an average price of $247.84, for a total of 614,009.00 shares. In addition, there have been 5 sales at an average price of $311.77 for 230,003.00 shares. Based on historical transaction data and MSFT's current price of $505.29, Schwab S&P 500 Index Portfolio's estimated gain on his MSFT holdings is $113.56 Mil, reflecting a 74.63% gain to date.
Schwab S&P 500 Index Portfolio MSFT ($505.29) Holding Chart
Schwab S&P 500 Index Portfolio MSFT ($505.29) 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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