Total Wealth Planning & Management, Inc. MSFT Holdings History
Total Wealth Planning & Management, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 6,589.00 shares of Microsoft Corp(MSFT), totaling $2.47 Mil. This investment constitutes 2.35% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 46.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Total Wealth Planning & Management, Inc.'s estimated gain on his MSFT holdings is $471,522.69, reflecting a 16.68% gain to date.
Total Wealth Planning & Management, Inc. MSFT ($497.72) Holding Chart
Total Wealth Planning & Management, Inc. 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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