Number of Shares
23,731.00
Current Holdings Value*
$8.91 Mil
% of Portfolio
1.14%
Total Estimate Gain
$10.28 Mil
% of Total Estimate Gain
177.80%

Center for Financial Planning, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 23,731.00 shares of Microsoft Corp(MSFT), totaling $8.91 Mil. This investment constitutes 1.14% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 8 purchases of MSFT, at an average price of $165.60, for a total of 34,925.00 shares. In addition, there have been 13 sales at an average price of $362.89 for 11,194.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Center for Financial Planning, Inc.'s estimated gain on his MSFT holdings is $10.28 Mil, reflecting a 177.80% gain to date.

Center for Financial Planning, Inc. MSFT ($505.87) Holding Chart

Center for Financial Planning, Inc. MSFT ($505.87) 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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