Number of Shares
500.00
Current Holdings Value*
$215,150.00
% of Portfolio
30.82%
Total Estimate Gain
$5.71 Mil
% of Total Estimate Gain
133.53%

Cedar Brook Financial Partners, LLC's Microsoft Corp Holding Summary

As of 2024-09-30, Cedar Brook Financial Partners, LLC held 500.00 shares of Microsoft Corp(MSFT), totaling $215,150.00. This investment constitutes 30.82% of their stock portfolio, and Cedar Brook Financial Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Cedar Brook Financial Partners, LLC has made 10 purchases of MSFT, at an average price of $156.54, for a total of 27,300.00 shares. In addition, there have been 12 sales at an average price of $362.96 for 26,800.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Cedar Brook Financial Partners, LLC's estimated gain on his MSFT holdings is $5.71 Mil, reflecting a 133.53% gain to date.

Cedar Brook Financial Partners, LLC MSFT ($505.27) Holding Chart

Cedar Brook Financial Partners, LLC MSFT ($505.27) 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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