Current Value of Holding

$4.02 Billion

Shares

9.96 Million

% of Portfolio

9.31%

Average Buy Price

$141

Avg closing price
Price range

26 Polen Capital Microsoft Trades

Polen Capital acquired 9.96 Million Microsoft shares worth $4.02 Billion. That's 9.31% of their entire equity portfolio (2nd largest holding). The first Microsoft trade was made in Q3 2017. Since then Polen Capital bought shares sixteen more times and sold shares on nine occasions. The stake costed the investor $1.4 Billion, netting the investor a gain of 187% so far.

Avg closing price
Price range
Increased shares by 39.2% (+2.8 Million shares) Q4 2023
Avg closing price $355.93
Price range $313.39 - $382.70
Sold 3.7% shares (-273 Thousand shares) Q3 2023
Avg closing price $330.44
Price range $312.14 - $359.49
Sold 19.7% shares (-1.82 Million shares) Q2 2023
Avg closing price $313.41
Price range $275.42 - $348.10
Sold 2.7% shares (-253 Thousand shares) Q1 2023
Avg closing price $255.08
Price range $222.31 - $288.30
Sold 1.1% shares (-106 Thousand shares) Q4 2022
Avg closing price $239.99
Price range $214.25 - $257.22
Increased shares by 1.4% (+131 Thousand shares) Q3 2022
Avg closing price $264.05
Price range $232.90 - $293.47
Sold 3.3% shares (-322 Thousand shares) Q2 2022
Avg closing price $272.01
Price range $242.26 - $314.97
Sold 3.7% shares (-372 Thousand shares) Q1 2022
Avg closing price $300.85
Price range $275.85 - $334.75
Increased shares by 1.2% (+123 Thousand shares) Q4 2021
Avg closing price $324.21
Price range $283.11 - $343.11
Sold 37.4% shares (-6 Million shares) Q3 2021
Avg closing price $290.95
Price range $271.60 - $305.22
Increased shares by 4.2% (+654 Thousand shares) Q2 2021
Avg closing price $254.18
Price range $239.00 - $271.40
Increased shares by 1.5% (+224 Thousand shares) Q1 2021
Avg closing price $232.02
Price range $212.25 - $244.99
Increased shares by 3.0% (+435 Thousand shares) Q4 2020
Avg closing price $215.02
Price range $202.33 - $224.96
Sold 16.6% shares (-2.93 Million shares) Q3 2020
Avg closing price $210.03
Price range $200.39 - $231.65
Increased shares by 10.0% (+1.61 Million shares) Q2 2020
Avg closing price $181.52
Price range $152.11 - $203.51
Increased shares by 2.9% (+448 Thousand shares) Q1 2020
Avg closing price $164.45
Price range $135.42 - $188.70
Sold 3.6% shares (-577 Thousand shares) Q4 2019
Avg closing price $146.91
Price range $134.65 - $158.96
Increased shares by 3.7% (+581 Thousand shares) Q3 2019
Avg closing price $137.51
Price range $132.21 - $141.34
Increased shares by 2.7% (+414 Thousand shares) Q2 2019
Avg closing price $126.96
Price range $119.02 - $137.78
Increased shares by 6.9% (+976 Thousand shares) Q1 2019
Avg closing price $109.10
Price range $97.40 - $120.22

News about Microsoft Corporation and Polen Capital

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