Number of Shares
11,435.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
1.84%
Total Estimate Gain
$979,636.45
% of Total Estimate Gain
20.11%

Cornerstone Planning, LLC's Microsoft Corp Holding Summary

As of 2024-12-31, Cornerstone Planning, LLC held 11,435.00 shares of Microsoft Corp(MSFT), totaling $4.82 Mil. This investment constitutes 1.84% of their stock portfolio, and Cornerstone Planning, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and MSFT's current price of $511.70, Cornerstone Planning, LLC's estimated gain on his MSFT holdings is $979,636.45, reflecting a 20.11% gain to date.

Cornerstone Planning, LLC MSFT ($511.70) Holding Chart

Cornerstone Planning, LLC MSFT ($511.70) 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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