Syverson Strege & Co MSFT Holdings History

Number of Shares
3,543.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.43%
Total Estimate Gain
$390,109.72
% of Total Estimate Gain
16.09%

Syverson Strege & Co's Microsoft Corp Holding Summary

As of 2025-03-31, Syverson Strege & Co held 3,543.00 shares of Microsoft Corp(MSFT), totaling $1.33 Mil. This investment constitutes 0.43% of their stock portfolio, and Syverson Strege & Co now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q1. And since then Syverson Strege & Co has made 9 purchases of MSFT, at an average price of $402.18, for a total of 6,029.00 shares. In addition, there have been 4 sales at an average price of $405.37 for 2,486.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Syverson Strege & Co's estimated gain on his MSFT holdings is $390,109.72, reflecting a 16.09% gain to date.

Syverson Strege & Co MSFT ($510.05) Holding Chart

Syverson Strege & Co MSFT ($510.05) 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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