MARK SHEPTOFF FINANCIAL PLANNING, LLC MSFT Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 48,401.00 shares of Microsoft Corp(MSFT), totaling $18.17 Mil. This investment constitutes 10.02% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 19 purchases of MSFT, at an average price of $99.94, for a total of 67,556.00 shares. In addition, there have been 14 sales at an average price of $218.60 for 19,155.00 shares. Based on historical transaction data and MSFT's current price of $503.02, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his MSFT holdings is $21.78 Mil, reflecting a 322.63% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC MSFT ($503.02) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC 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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