Number of Shares
3,298.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
1.4%
Total Estimate Gain
$259,876.10
% of Total Estimate Gain
16.22%

OFC FINANCIAL PLANNING, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 3,298.00 shares of Microsoft Corp(MSFT), totaling $1.24 Mil. This investment constitutes 1.4% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 463.00 shares. Based on historical transaction data and MSFT's current price of $507.40, OFC FINANCIAL PLANNING, LLC's estimated gain on his MSFT holdings is $259,876.10, reflecting a 16.22% gain to date.

OFC FINANCIAL PLANNING, LLC MSFT ($507.40) Holding Chart

OFC FINANCIAL PLANNING, LLC MSFT ($507.40) 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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