Number of Shares
10,595.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
2.28%
Total Estimate Gain
$10.47 Mil
% of Total Estimate Gain
48.01%

Symphony Financial, Ltd. Co.'s Microsoft Corp Holding Summary

As of 2025-03-31, Symphony Financial, Ltd. Co. held 10,595.00 shares of Microsoft Corp(MSFT), totaling $3.85 Mil. This investment constitutes 2.28% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then Symphony Financial, Ltd. Co. has made 11 purchases of MSFT, at an average price of $242.91, for a total of 89,733.00 shares. In addition, there have been 9 sales at an average price of $339.17 for 79,138.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Symphony Financial, Ltd. Co.'s estimated gain on his MSFT holdings is $10.47 Mil, reflecting a 48.01% gain to date.

Symphony Financial, Ltd. Co. MSFT ($511.70) Holding Chart

Symphony Financial, Ltd. Co. MSFT ($511.70) 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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