Number of Shares
10,881.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
3.53%
Total Estimate Gain
$903,673.54
% of Total Estimate Gain
18.13%

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

As of 2025-03-31, Shum Financial Group, Inc. held 10,881.00 shares of Microsoft Corp(MSFT), totaling $4.08 Mil. This investment constitutes 3.53% of their stock portfolio, and Shum Financial Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of MSFT, at an average price of $426.93, for a total of 11,675.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 794.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Shum Financial Group, Inc.'s estimated gain on his MSFT holdings is $903,673.54, reflecting a 18.13% gain to date.

Shum Financial Group, Inc. MSFT ($510.05) Holding Chart

Shum Financial Group, 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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