Number of Shares
3,271.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
4.96%
Total Estimate Gain
$389,195.79
% of Total Estimate Gain
9.35%

Vahanian & Associates Financial Planning Inc.'s Microsoft Corp Holding Summary

As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held 3,271.00 shares of Microsoft Corp(MSFT), totaling $1.23 Mil. This investment constitutes 4.96% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Vahanian & Associates Financial Planning Inc. has made 2 purchases of MSFT, at an average price of $322.88, for a total of 12,890.00 shares. In addition, there have been 6 sales at an average price of $299.70 for 9,619.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Vahanian & Associates Financial Planning Inc.'s estimated gain on his MSFT holdings is $389,195.79, reflecting a 9.35% gain to date.

Vahanian & Associates Financial Planning Inc. MSFT ($510.05) Holding Chart

Vahanian & Associates Financial Planning Inc. MSFT ($510.05) 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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