KKM Financial LLC MSFT Holdings History
KKM Financial LLC's Microsoft Corp Holding Summary
As of 2025-03-31, KKM Financial LLC held 13,144.00 shares of Microsoft Corp(MSFT), totaling $4.99 Mil. This investment constitutes 2.11% of their stock portfolio, and KKM Financial LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then KKM Financial LLC has made 3 purchases of MSFT, at an average price of $362.31, for a total of 14,222.00 shares. In addition, there have been 2 sales at an average price of $415.79 for 1,078.00 shares. Based on historical transaction data and MSFT's current price of $486.00, KKM Financial LLC's estimated gain on his MSFT holdings is $1.68 Mil, reflecting a 32.67% gain to date.
KKM Financial LLC MSFT ($486.00) Holding Chart
KKM Financial LLC MSFT ($486.00) 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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