Number of Shares
16,466.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
2.37%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
48.61%

Stiles Financial Services Inc's Microsoft Corp Holding Summary

As of 2025-03-31, Stiles Financial Services Inc held 16,466.00 shares of Microsoft Corp(MSFT), totaling $6.18 Mil. This investment constitutes 2.37% of their stock portfolio, and Stiles Financial Services Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Stiles Financial Services Inc has made 10 purchases of MSFT, at an average price of $332.59, for a total of 17,150.00 shares. In addition, there have been 3 sales at an average price of $275.98 for 684.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Stiles Financial Services Inc's estimated gain on his MSFT holdings is $2.77 Mil, reflecting a 48.61% gain to date.

Stiles Financial Services Inc MSFT ($503.32) Holding Chart

Stiles Financial Services Inc MSFT ($503.32) 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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