Number of Shares
2,742.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
0.26%
Total Estimate Gain
$620,105.41
% of Total Estimate Gain
25.76%

Stephens Consulting, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Stephens Consulting, LLC held 2,742.00 shares of Microsoft Corp(MSFT), totaling $1.03 Mil. This investment constitutes 0.26% of their stock portfolio, and Stephens Consulting, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Stephens Consulting, LLC has made 4 purchases of MSFT, at an average price of $324.85, for a total of 7,410.00 shares. In addition, there have been 9 sales at an average price of $347.42 for 4,668.00 shares. Based on historical transaction data and MSFT's current price of $512.58, Stephens Consulting, LLC's estimated gain on his MSFT holdings is $620,105.41, reflecting a 25.76% gain to date.

Stephens Consulting, LLC MSFT ($512.58) Holding Chart

Stephens Consulting, LLC MSFT ($512.58) 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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