PDS Planning, Inc MSFT Holdings History
Number of Shares
45,630.00
Current Holdings Value*
$17.13 Mil
% of Portfolio
1.44%
Total Estimate Gain
$10.69 Mil
% of Total Estimate Gain
83.41%
PDS Planning, Inc's Microsoft Corp Holding Summary
As of 2025-03-31, PDS Planning, Inc held 45,630.00 shares of Microsoft Corp(MSFT), totaling $17.13 Mil. This investment constitutes 1.44% of their stock portfolio, and PDS Planning, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 25 purchases of MSFT, at an average price of $261.58, for a total of 48,973.00 shares. In addition, there have been 3 sales at an average price of $234.78 for 3,343.00 shares. Based on historical transaction data and MSFT's current price of $497.72, PDS Planning, Inc's estimated gain on his MSFT holdings is $10.69 Mil, reflecting a 83.41% gain to date.
PDS Planning, Inc MSFT ($497.72) Holding Chart
PDS Planning, Inc MSFT ($497.72) 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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