Number of Shares
4,897.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
0.96%
Total Estimate Gain
$794,392.06
% of Total Estimate Gain
29.77%

Intelligent Financial Strategies's Microsoft Corp Holding Summary

As of 2025-03-31, Intelligent Financial Strategies held 4,897.00 shares of Microsoft Corp(MSFT), totaling $1.84 Mil. This investment constitutes 0.96% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 4 purchases of MSFT, at an average price of $319.21, for a total of 8,359.00 shares. In addition, there have been 6 sales at an average price of $321.75 for 3,462.00 shares. Based on historical transaction data and MSFT's current price of $479.63, Intelligent Financial Strategies's estimated gain on his MSFT holdings is $794,392.06, reflecting a 29.77% gain to date.

Intelligent Financial Strategies MSFT ($479.63) Holding Chart

Intelligent Financial Strategies MSFT ($479.63) 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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