Kiely Wealth Advisory Group, Inc. MSFT Holdings History
Kiely Wealth Advisory Group, Inc.'s Microsoft Corp Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 5,970.00 shares of Microsoft Corp(MSFT), totaling $2.46 Mil. This investment constitutes 1.58% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 1 purchases of MSFT, at an average price of $358.84, for a total of 6,100.00 shares. In addition, there have been 2 sales at an average price of $426.14 for 130.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Kiely Wealth Advisory Group, Inc.'s estimated gain on his MSFT holdings is $869,528.57, reflecting a 39.72% gain to date.
Kiely Wealth Advisory Group, Inc. MSFT ($503.02) Holding Chart
Kiely Wealth Advisory Group, Inc. MSFT ($503.02) 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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