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      Current Value of Holding

      $2.74B

      Shares

      5.43M

      % of Portfolio

      8.31%

      Average Buy Price

      $141

      Avg closing price
      Price range

      32 Polen Capital Microsoft Trades

      Polen Capital acquired 5.43M Microsoft shares worth $2.74B. That's 8.31% 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 fifteen occasions. The stake costed the investor $763M, netting the investor a gain of 259% so far.

      Avg closing price
      Price range
      Sold 8.7% shares (-515k shares) Q2 2025
      Avg closing price $434.22
      Price range $354.56 - $497.45
      Sold 7.3% shares (-470k shares) Q1 2025
      Avg closing price $408.32
      Price range $375.39 - $447.05
      Sold 8.6% shares (-602k shares) Q4 2024
      Avg closing price $426.04
      Price range $406.35 - $454.46
      Sold 22.0% shares (-1.97M shares) Q3 2024
      Avg closing price $427.81
      Price range $395.15 - $467.56
      Sold 7.0% shares (-680k shares) Q2 2024
      Avg closing price $422.32
      Price range $389.33 - $452.85
      Sold 2.9% shares (-291k shares) Q1 2024
      Avg closing price $404.82
      Price range $367.75 - $429.37
      Increased shares by 39.2% (+2.8M shares) Q4 2023
      Avg closing price $355.93
      Price range $313.39 - $382.70
      Sold 3.7% shares (-273k shares) Q3 2023
      Avg closing price $330.44
      Price range $312.14 - $359.49
      Sold 19.7% shares (-1.82M shares) Q2 2023
      Avg closing price $313.41
      Price range $275.42 - $348.10
      Sold 2.7% shares (-253k shares) Q1 2023
      Avg closing price $255.08
      Price range $222.31 - $288.30
      Sold 1.1% shares (-106k shares) Q4 2022
      Avg closing price $239.99
      Price range $214.25 - $257.22
      Increased shares by 1.4% (+131k shares) Q3 2022
      Avg closing price $264.05
      Price range $232.90 - $293.47
      Sold 3.3% shares (-322k shares) Q2 2022
      Avg closing price $272.01
      Price range $242.26 - $314.97
      Sold 3.7% shares (-372k shares) Q1 2022
      Avg closing price $300.85
      Price range $275.85 - $334.75
      Increased shares by 1.2% (+123k shares) Q4 2021
      Avg closing price $324.21
      Price range $283.11 - $343.11
      Sold 37.4% shares (-6M shares) Q3 2021
      Avg closing price $290.95
      Price range $271.60 - $305.22
      Increased shares by 4.2% (+654k shares) Q2 2021
      Avg closing price $254.18
      Price range $239.00 - $271.40
      Increased shares by 1.5% (+224k shares) Q1 2021
      Avg closing price $232.02
      Price range $212.25 - $244.99
      Increased shares by 3.0% (+435k shares) Q4 2020
      Avg closing price $215.02
      Price range $202.33 - $224.96
      Sold 16.6% shares (-2.93M shares) Q3 2020
      Avg closing price $210.03
      Price range $200.39 - $231.65

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      'Closing Bell Overtime' panel talks the bull and bear case for Microsoft

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      Joel Fishbein, Truist, and Jackson Ader, Keybanc Capital Markets, join 'Closing Bell Overtime' to talk the bull and bear case of Microsoft.

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