Pinnacle Wealth Planning Services, Inc. MSFT Holdings History
Pinnacle Wealth Planning Services, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 33,873.00 shares of Microsoft Corp(MSFT), totaling $12.72 Mil. This investment constitutes 1.91% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 17 purchases of MSFT, at an average price of $165.17, for a total of 52,762.00 shares. In addition, there have been 10 sales at an average price of $316.35 for 18,889.00 shares. Based on historical transaction data and MSFT's current price of $512.74, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his MSFT holdings is $14.63 Mil, reflecting a 167.87% gain to date.
Pinnacle Wealth Planning Services, Inc. MSFT ($512.74) Holding Chart
Pinnacle Wealth Planning Services, Inc. MSFT ($512.74) 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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