Sigma Planning Corp MSFT Holdings History

Number of Shares
151,701.00
Current Holdings Value*
$56.95 Mil
% of Portfolio
1.82%
Total Estimate Gain
$69.82 Mil
% of Total Estimate Gain
99.55%

Sigma Planning Corp's Microsoft Corp Holding Summary

As of 2025-03-31, Sigma Planning Corp held 151,701.00 shares of Microsoft Corp(MSFT), totaling $56.95 Mil. This investment constitutes 1.82% of their stock portfolio, and Sigma Planning Corp now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 13 purchases of MSFT, at an average price of $194.25, for a total of 361,033.00 shares. In addition, there have been 17 sales at an average price of $307.84 for 209,332.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Sigma Planning Corp's estimated gain on his MSFT holdings is $69.82 Mil, reflecting a 99.55% gain to date.

Sigma Planning Corp MSFT ($497.72) Holding Chart

Sigma Planning Corp MSFT ($497.72) 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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