Number of Shares
2,361.00
Current Holdings Value*
$886,300.00
% of Portfolio
0.79%
Total Estimate Gain
$603,741.40
% of Total Estimate Gain
81.33%

Axim Planning & Wealth's Microsoft Corp Holding Summary

As of 2025-03-31, Axim Planning & Wealth held 2,361.00 shares of Microsoft Corp(MSFT), totaling $886,300.00. This investment constitutes 0.79% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q2. And since then Axim Planning & Wealth has made 6 purchases of MSFT, at an average price of $268.08, for a total of 2,769.00 shares. In addition, there have been 5 sales at an average price of $412.51 for 408.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Axim Planning & Wealth's estimated gain on his MSFT holdings is $603,741.40, reflecting a 81.33% gain to date.

Axim Planning & Wealth MSFT ($498.84) Holding Chart

Axim Planning & Wealth MSFT ($498.84) 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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