Number of Shares
4,498.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
1.86%
Total Estimate Gain
$941,206.50
% of Total Estimate Gain
69.56%

Carter Financial Group, INC.'s Microsoft Corp Holding Summary

As of 2022-03-31, Carter Financial Group, INC. held 4,498.00 shares of Microsoft Corp(MSFT), totaling $1.39 Mil. This investment constitutes 1.86% of their stock portfolio, and Carter Financial Group, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. Based on historical transaction data and MSFT's current price of $510.05, Carter Financial Group, INC.'s estimated gain on his MSFT holdings is $941,206.50, reflecting a 69.56% gain to date.

Carter Financial Group, INC. MSFT ($510.05) Holding Chart

Carter Financial Group, 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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