Number of Shares
27,718.00
Current Holdings Value*
$10.40 Mil
% of Portfolio
3.1%
Total Estimate Gain
$15.79 Mil
% of Total Estimate Gain
358.85%

Keystone Financial Planning, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 27,718.00 shares of Microsoft Corp(MSFT), totaling $10.40 Mil. This investment constitutes 3.1% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Keystone Financial Planning, Inc. has made 4 purchases of MSFT, at an average price of $38.06, for a total of 115,620.00 shares. In addition, there have been 23 sales at an average price of $75.14 for 87,902.00 shares. Based on historical transaction data and MSFT's current price of $490.11, Keystone Financial Planning, Inc.'s estimated gain on his MSFT holdings is $15.79 Mil, reflecting a 358.85% gain to date.

Keystone Financial Planning, Inc. MSFT ($490.11) Holding Chart

Keystone Financial Planning, Inc. MSFT ($490.11) 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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