Number of Shares
4,537.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
2.42%
Total Estimate Gain
$377,148.83
% of Total Estimate Gain
16.73%

Unified Investment Management's Microsoft Corp Holding Summary

As of 2025-06-30, Unified Investment Management held 4,537.00 shares of Microsoft Corp(MSFT), totaling $2.26 Mil. This investment constitutes 2.42% of their stock portfolio, and Unified Investment Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then Unified Investment Management has made 1 purchases of MSFT, at an average price of $426.04, for a total of 5,291.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 754.00 shares. Based on historical transaction data and MSFT's current price of $512.21, Unified Investment Management's estimated gain on his MSFT holdings is $377,148.83, reflecting a 16.73% gain to date.

Unified Investment Management MSFT ($512.21) Holding Chart

Unified Investment Management MSFT ($512.21) 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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