Number of Shares
3,532.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
11.92%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
87.51%

Series Y (StylePlus-Large Growth Series)'s Microsoft Corp Holding Summary

As of 2024-09-30, Series Y (StylePlus-Large Growth Series) held 3,532.00 shares of Microsoft Corp(MSFT), totaling $1.52 Mil. This investment constitutes 11.92% of their stock portfolio, and Series Y (StylePlus-Large Growth Series) now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then Series Y (StylePlus-Large Growth Series) has made 7 purchases of MSFT, at an average price of $215.04, for a total of 6,253.00 shares. In addition, there have been 5 sales at an average price of $263.81 for 2,721.00 shares. Based on historical transaction data and MSFT's current price of $510.62, Series Y (StylePlus-Large Growth Series)'s estimated gain on his MSFT holdings is $1.18 Mil, reflecting a 87.51% gain to date.

Series Y (StylePlus-Large Growth Series) MSFT ($510.62) Holding Chart

Series Y (StylePlus-Large Growth Series) MSFT ($510.62) 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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