Number of Shares
10,955.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
2.06%
Total Estimate Gain
$4.69 Mil
% of Total Estimate Gain
185.54%

ACCESS FINANCIAL SERVICES, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 10,955.00 shares of Microsoft Corp(MSFT), totaling $5.45 Mil. This investment constitutes 2.06% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 9 purchases of MSFT, at an average price of $142.88, for a total of 17,674.00 shares. In addition, there have been 20 sales at an average price of $241.57 for 6,719.00 shares. Based on historical transaction data and MSFT's current price of $510.05, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his MSFT holdings is $4.69 Mil, reflecting a 185.54% gain to date.

ACCESS FINANCIAL SERVICES, INC. MSFT ($510.05) Holding Chart

ACCESS FINANCIAL SERVICES, INC. MSFT ($510.05) 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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