Number of Shares
14,883.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
1.99%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
54.22%

Comprehensive Financial Consultants Institutional, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Comprehensive Financial Consultants Institutional, Inc. held 14,883.00 shares of Microsoft Corp(MSFT), totaling $5.59 Mil. This investment constitutes 1.99% of their stock portfolio, and Comprehensive Financial Consultants Institutional, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Comprehensive Financial Consultants Institutional, Inc. has made 11 purchases of MSFT, at an average price of $318.24, for a total of 15,743.00 shares. In addition, there have been 2 sales at an average price of $347.35 for 860.00 shares. Based on historical transaction data and MSFT's current price of $499.10, Comprehensive Financial Consultants Institutional, Inc.'s estimated gain on his MSFT holdings is $2.72 Mil, reflecting a 54.22% gain to date.

Comprehensive Financial Consultants Institutional, Inc. MSFT ($499.10) Holding Chart

Comprehensive Financial Consultants Institutional, Inc. MSFT ($499.10) 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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