Number of Shares
1,501.00
Current Holdings Value*
$645,900.00
% of Portfolio
2.49%
Total Estimate Gain
$-1.82 Mil
% of Total Estimate Gain
-17.86%

Peterson Financial Group, Inc.'s Microsoft Corp Holding Summary

As of 2024-09-30, Peterson Financial Group, Inc. held 1,501.00 shares of Microsoft Corp(MSFT), totaling $645,900.00. This investment constitutes 2.49% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 7 purchases of MSFT, at an average price of $318.65, for a total of 31,972.00 shares. In addition, there have been 4 sales at an average price of $249.83 for 30,471.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Peterson Financial Group, Inc.'s estimated gain on his MSFT holdings is $-1.82 Mil, reflecting a -17.86% gain to date.

Peterson Financial Group, Inc. MSFT ($503.32) Holding Chart

Peterson Financial Group, Inc. MSFT ($503.32) 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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