Number of Shares
16,745.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
2.21%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
22.65%

Symmetry Panoramic Global Equity Fund's Microsoft Corp Holding Summary

As of 2025-02-28, Symmetry Panoramic Trust held 16,745.00 shares of Microsoft Corp(MSFT), totaling $6.65 Mil. This investment constitutes 2.21% of their stock portfolio, and Symmetry Panoramic Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Symmetry Panoramic Global Equity Fund has made 3 purchases of MSFT, at an average price of $314.46, for a total of 40,603.00 shares. In addition, there have been 7 sales at an average price of $303.14 for 23,858.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Symmetry Panoramic Global Equity Fund's estimated gain on his MSFT holdings is $2.89 Mil, reflecting a 22.65% gain to date.

Symmetry Panoramic Global Equity Fund MSFT ($503.32) Holding Chart

Symmetry Panoramic Global Equity Fund MSFT ($503.32) 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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