CAPITAL & PLANNING, LLC MSFT Holdings History
CAPITAL & PLANNING, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 41,774.00 shares of Microsoft Corp(MSFT), totaling $15.68 Mil. This investment constitutes 11.64% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of MSFT, at an average price of $425.73, for a total of 41,774.00 shares. Based on historical transaction data and MSFT's current price of $510.88, CAPITAL & PLANNING, LLC's estimated gain on his MSFT holdings is $3.56 Mil, reflecting a 20.00% gain to date.
CAPITAL & PLANNING, LLC MSFT ($510.88) Holding Chart
CAPITAL & PLANNING, LLC MSFT ($510.88) 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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