Number of Shares
13,152.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
3.99%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
56.86%

TILIA FIDUCIARY PARTNERS, INC.'s Microsoft Corp Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 13,152.00 shares of Microsoft Corp(MSFT), totaling $6.54 Mil. This investment constitutes 3.99% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 13 purchases of MSFT, at an average price of $322.23, for a total of 13,219.00 shares. In addition, there have been 1 sales at an average price of $422.32 for 67.00 shares. Based on historical transaction data and MSFT's current price of $505.87, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his MSFT holdings is $2.42 Mil, reflecting a 56.86% gain to date.

TILIA FIDUCIARY PARTNERS, INC. MSFT ($505.87) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. MSFT ($505.87) 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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