Chico Wealth RIA MSFT Holdings History
Number of Shares
2,083.00
Current Holdings Value*
$781,920.00
% of Portfolio
0.68%
Total Estimate Gain
$348,143.73
% of Total Estimate Gain
43.34%
Chico Wealth RIA's Microsoft Corp Holding Summary
As of 2025-03-31, Chico Wealth RIA held 2,083.00 shares of Microsoft Corp(MSFT), totaling $781,920.00. This investment constitutes 0.68% of their stock portfolio, and Chico Wealth RIA now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 4 purchases of MSFT, at an average price of $343.70, for a total of 2,337.00 shares. In addition, there have been 2 sales at an average price of $424.52 for 254.00 shares. Based on historical transaction data and MSFT's current price of $500.98, Chico Wealth RIA's estimated gain on his MSFT holdings is $348,143.73, reflecting a 43.34% gain to date.
Chico Wealth RIA MSFT ($500.98) Holding Chart
Chico Wealth RIA MSFT ($500.98) 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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