Novak & Powell Financial Services, Inc. MSFT Holdings History
Number of Shares
11,556.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
2.7%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
41.25%
Novak & Powell Financial Services, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 11,556.00 shares of Microsoft Corp(MSFT), totaling $4.34 Mil. This investment constitutes 2.7% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $421.73 for 1,039.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Novak & Powell Financial Services, Inc.'s estimated gain on his MSFT holdings is $1.85 Mil, reflecting a 41.25% gain to date.
Novak & Powell Financial Services, Inc. MSFT ($510.05) Holding Chart
Novak & Powell Financial Services, Inc. MSFT ($510.05) 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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