Number of Shares
2,334.00
Current Holdings Value*
$794,820.00
% of Portfolio
1.92%
Total Estimate Gain
$94,718.77
% of Total Estimate Gain
2.37%

Ulrich Consultants & Investment Group, LLC's Microsoft Corp Holding Summary

As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 2,334.00 shares of Microsoft Corp(MSFT), totaling $794,820.00. This investment constitutes 1.92% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q2. And since then Ulrich Consultants & Investment Group, LLC has made 3 purchases of MSFT, at an average price of $275.02, for a total of 14,544.00 shares. In addition, there have been 1 sales at an average price of $239.99 for 12,210.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Ulrich Consultants & Investment Group, LLC's estimated gain on his MSFT holdings is $94,718.77, reflecting a 2.37% gain to date.

Ulrich Consultants & Investment Group, LLC MSFT ($498.84) Holding Chart

Ulrich Consultants & Investment Group, LLC MSFT ($498.84) 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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