XML Financial, LLC MSFT Holdings History

Number of Shares
300.00
Current Holdings Value*
$112,620.00
% of Portfolio
0.01%
Total Estimate Gain
$16.57 Mil
% of Total Estimate Gain
45.18%

XML Financial, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, XML Financial, LLC held 300.00 shares of Microsoft Corp(MSFT), totaling $112,620.00. This investment constitutes 0.01% of their stock portfolio, and XML Financial, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then XML Financial, LLC has made 11 purchases of MSFT, at an average price of $267.94, for a total of 136,859.00 shares. In addition, there have been 10 sales at an average price of $301.69 for 75,832.00 shares. Based on historical transaction data and MSFT's current price of $497.45, XML Financial, LLC's estimated gain on his MSFT holdings is $16.57 Mil, reflecting a 45.18% gain to date.

XML Financial, LLC MSFT ($497.45) Holding Chart

XML Financial, LLC MSFT ($497.45) 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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