Number of Shares
5,598.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
3.1%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
158.34%

QP WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 5,598.00 shares of Microsoft Corp(MSFT), totaling $1.77 Mil. This investment constitutes 3.1% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then QP WEALTH MANAGEMENT, LLC has made 2 purchases of MSFT, at an average price of $148.98, for a total of 11,982.00 shares. In addition, there have been 13 sales at an average price of $279.01 for 6,384.00 shares. Based on historical transaction data and MSFT's current price of $505.62, QP WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $2.83 Mil, reflecting a 158.34% gain to date.

QP WEALTH MANAGEMENT, LLC MSFT ($505.62) Holding Chart

QP WEALTH MANAGEMENT, LLC MSFT ($505.62) 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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