Number of Shares
4,861.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
1.11%
Total Estimate Gain
$348,716.21
% of Total Estimate Gain
13.84%

Chokshi & Queen Wealth Advisors, Inc's Microsoft Corp Holding Summary

As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 4,861.00 shares of Microsoft Corp(MSFT), totaling $1.82 Mil. This investment constitutes 1.11% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 1,055.00 shares. Based on historical transaction data and MSFT's current price of $501.74, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his MSFT holdings is $348,716.21, reflecting a 13.84% gain to date.

Chokshi & Queen Wealth Advisors, Inc MSFT ($501.74) Holding Chart

Chokshi & Queen Wealth Advisors, Inc MSFT ($501.74) 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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