Number of Shares
20,651.00
Current Holdings Value*
$10.27 Mil
% of Portfolio
3.9%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
17.09%

Divergent Planning, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Divergent Planning, LLC held 20,651.00 shares of Microsoft Corp(MSFT), totaling $10.27 Mil. This investment constitutes 3.9% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then Divergent Planning, LLC has made 4 purchases of MSFT, at an average price of $431.51, for a total of 20,651.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Divergent Planning, LLC's estimated gain on his MSFT holdings is $1.52 Mil, reflecting a 17.09% gain to date.

Divergent Planning, LLC MSFT ($505.27) Holding Chart

Divergent Planning, LLC MSFT ($505.27) 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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