Number of Shares
3,896.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.8%
Total Estimate Gain
$363,853.68
% of Total Estimate Gain
22.41%

Quantum Financial Planning Services, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 3,896.00 shares of Microsoft Corp(MSFT), totaling $1.46 Mil. This investment constitutes 0.8% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of MSFT, at an average price of $416.66, for a total of 3,896.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Quantum Financial Planning Services, Inc.'s estimated gain on his MSFT holdings is $363,853.68, reflecting a 22.41% gain to date.

Quantum Financial Planning Services, Inc. MSFT ($510.05) Holding Chart

Quantum Financial Planning Services, Inc. MSFT ($510.05) 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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