Number of Shares
1,271.00
Current Holdings Value*
$283,000.00
% of Portfolio
0.17%
Total Estimate Gain
$478,943.53
% of Total Estimate Gain
166.40%

Beacon Wealthcare, Inc's Microsoft Corp Holding Summary

As of 2020-12-31, Beacon Wealthcare, Inc held 1,271.00 shares of Microsoft Corp(MSFT), totaling $283,000.00. This investment constitutes 0.17% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then Beacon Wealthcare, Inc has made 1 purchases of MSFT, at an average price of $137.52, for a total of 2,093.00 shares. In addition, there have been 5 sales at an average price of $161.49 for 822.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Beacon Wealthcare, Inc's estimated gain on his MSFT holdings is $478,943.53, reflecting a 166.40% gain to date.

Beacon Wealthcare, Inc MSFT ($498.84) Holding Chart

Beacon Wealthcare, Inc 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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