Number of Shares
37,484.00
Current Holdings Value*
$14.07 Mil
% of Portfolio
5.71%
Total Estimate Gain
$11.29 Mil
% of Total Estimate Gain
105.51%

Costello Asset Management, INC's Microsoft Corp Holding Summary

As of 2025-03-31, Costello Asset Management, INC held 37,484.00 shares of Microsoft Corp(MSFT), totaling $14.07 Mil. This investment constitutes 5.71% of their stock portfolio, and Costello Asset Management, INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Costello Asset Management, INC has made 8 purchases of MSFT, at an average price of $215.19, for a total of 49,706.00 shares. In addition, there have been 15 sales at an average price of $234.24 for 12,222.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Costello Asset Management, INC's estimated gain on his MSFT holdings is $11.29 Mil, reflecting a 105.51% gain to date.

Costello Asset Management, INC MSFT ($510.05) Holding Chart

Costello Asset Management, INC MSFT ($510.05) 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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