Key Financial Inc MSFT Holdings History
Number of Shares
28,486.00
Current Holdings Value*
$10.69 Mil
% of Portfolio
2.33%
Total Estimate Gain
$9.40 Mil
% of Total Estimate Gain
159.23%
Key Financial Inc's Microsoft Corp Holding Summary
As of 2025-03-31, Key Financial Inc held 28,486.00 shares of Microsoft Corp(MSFT), totaling $10.69 Mil. This investment constitutes 2.33% of their stock portfolio, and Key Financial Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Key Financial Inc has made 14 purchases of MSFT, at an average price of $188.84, for a total of 31,259.00 shares. In addition, there have been 6 sales at an average price of $345.15 for 2,773.00 shares. Based on historical transaction data and MSFT's current price of $503.58, Key Financial Inc's estimated gain on his MSFT holdings is $9.40 Mil, reflecting a 159.23% gain to date.
Key Financial Inc MSFT ($503.58) Holding Chart
Key Financial Inc MSFT ($503.58) 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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