TAX-MANAGED GROWTH PORTFOLIO MSFT Holdings History
TAX-MANAGED GROWTH PORTFOLIO's Microsoft Corp Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 909,092.00 shares of Microsoft Corp(MSFT), totaling $341.26 Mil. This investment constitutes 6.02% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 14 purchases of MSFT, at an average price of $175.31, for a total of 5.63 Mil shares. In addition, there have been 2 sales at an average price of $254.37 for 4.73 Mil shares. Based on historical transaction data and MSFT's current price of $492.27, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his MSFT holdings is $661.76 Mil, reflecting a 66.99% gain to date.
TAX-MANAGED GROWTH PORTFOLIO MSFT ($492.27) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO MSFT ($492.27) 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 % |
Top Ranked Articles
- 1