MOKAN Wealth Management Inc. MSFT Holdings History
Number of Shares
15,006.00
Current Holdings Value*
$5.63 Mil
% of Portfolio
3.39%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
17.65%
MOKAN Wealth Management Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, MOKAN Wealth Management Inc. held 15,006.00 shares of Microsoft Corp(MSFT), totaling $5.63 Mil. This investment constitutes 3.39% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of MSFT, at an average price of $423.99, for a total of 15,006.00 shares. Based on historical transaction data and MSFT's current price of $498.84, MOKAN Wealth Management Inc.'s estimated gain on his MSFT holdings is $1.12 Mil, reflecting a 17.65% gain to date.
MOKAN Wealth Management Inc. MSFT ($498.84) Holding Chart
MOKAN Wealth Management Inc. MSFT ($498.84) 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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