Number of Shares
20,909.00
Current Holdings Value*
$8.81 Mil
% of Portfolio
5.38%
Total Estimate Gain
$3.43 Mil
% of Total Estimate Gain
46.43%

Kolinsky Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2024-12-31, Kolinsky Wealth Management, LLC held 20,909.00 shares of Microsoft Corp(MSFT), totaling $8.81 Mil. This investment constitutes 5.38% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Kolinsky Wealth Management, LLC has made 8 purchases of MSFT, at an average price of $337.65, for a total of 21,901.00 shares. In addition, there have been 4 sales at an average price of $266.67 for 992.00 shares. Based on historical transaction data and MSFT's current price of $505.23, Kolinsky Wealth Management, LLC's estimated gain on his MSFT holdings is $3.43 Mil, reflecting a 46.43% gain to date.

Kolinsky Wealth Management, LLC MSFT ($505.23) Holding Chart

Kolinsky Wealth Management, LLC MSFT ($505.23) 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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