Number of Shares
7,807.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
1.2%
Total Estimate Gain
$617,379.13
% of Total Estimate Gain
17.00%

BBJS FINANCIAL ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 7,807.00 shares of Microsoft Corp(MSFT), totaling $3.36 Mil. This investment constitutes 1.2% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 3 purchases of MSFT, at an average price of $415.13, for a total of 8,747.00 shares. In addition, there have been 3 sales at an average price of $355.51 for 940.00 shares. Based on historical transaction data and MSFT's current price of $501.39, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his MSFT holdings is $617,379.13, reflecting a 17.00% gain to date.

BBJS FINANCIAL ADVISORS, LLC MSFT ($501.39) Holding Chart

BBJS FINANCIAL ADVISORS, LLC MSFT ($501.39) 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 %

Top Ranked Articles

  • 1