Number of Shares
909,092.00
Current Holdings Value*
$341.26 Mil
% of Portfolio
6.02%
Total Estimate Gain
$661.76 Mil
% of Total Estimate Gain
66.99%

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 %

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