Number of Shares
7,925.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
6.52%
Total Estimate Gain
$3.82 Mil
% of Total Estimate Gain
168.47%

TRIBUTARY BALANCED FUND's Microsoft Corp Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 7,925.00 shares of Microsoft Corp(MSFT), totaling $2.97 Mil. This investment constitutes 6.52% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 1 purchases of MSFT, at an average price of $143.02, for a total of 15,850.00 shares. In addition, there have been 19 sales at an average price of $264.84 for 7,925.00 shares. Based on historical transaction data and MSFT's current price of $503.10, TRIBUTARY BALANCED FUND's estimated gain on his MSFT holdings is $3.82 Mil, reflecting a 168.47% gain to date.

TRIBUTARY BALANCED FUND MSFT ($503.10) Holding Chart

TRIBUTARY BALANCED FUND MSFT ($503.10) 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