WP Large Cap Income Plus Fund MSFT Holdings History
Number of Shares
8,650.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
14.24%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
30.15%
WP Large Cap Income Plus Fund's Microsoft Corp Holding Summary
As of 2025-02-28, WP Trust held 8,650.00 shares of Microsoft Corp(MSFT), totaling $3.43 Mil. This investment constitutes 14.24% of their stock portfolio, and WP Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q1. In addition, there have been 5 sales at an average price of $322.30 for 9,250.00 shares. Based on historical transaction data and MSFT's current price of $503.02, WP Large Cap Income Plus Fund's estimated gain on his MSFT holdings is $1.70 Mil, reflecting a 30.15% gain to date.
WP Large Cap Income Plus Fund MSFT ($503.02) Holding Chart
WP Large Cap Income Plus Fund MSFT ($503.02) 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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