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BI Dashboard Data

The document provides a detailed overview of various stock investments, including the quantity, purchase price, current price, current value, and overall profit/loss for each company. Notable performers include Intel and Meta, with significant profits, while companies like Coca-Cola and Bank of America show substantial losses. The overall profit/loss percentages indicate varying performance across different sectors, primarily technology and financials.

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30 views2 pages

BI Dashboard Data

The document provides a detailed overview of various stock investments, including the quantity, purchase price, current price, current value, and overall profit/loss for each company. Notable performers include Intel and Meta, with significant profits, while companies like Coca-Cola and Bank of America show substantial losses. The overall profit/loss percentages indicate varying performance across different sectors, primarily technology and financials.

Uploaded by

Sanket Barkade
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Company Qty Purchase Price Investment Current Price Current Value Overall Profit/L

Intel 700 124.51 87157 266.86 186,802 99,645


Apple 250 183.21 45803 193.22 48,305 2,503
Verizon 250 37.5 9375 33.55 8,388 -988
Microsoft 350 230.7 80745 330.72 115,752 35,007
Cisco 255 50.11 12778 53 13,515 737
Tesla 500 256.82 128410 266.86 133,430 5,020
Amazon 300 139.2 41760 132.21 39,663 -2,097
Meta 500 225.28 112640 325.48 162,740 50,100
Nvidia 120 267.51 32101 467.5 56,100 23,999
American Expre 40 169.62 6785 165.43 6,617 -168
Boeing 100 239.62 23962 238.69 23,869 -93
Nike 40 100.6 4024 108.62 4,345 321
Bank of Americ 230 51.7 11891 31.9 7,337 -4,554
eBay 190 55.1 10469 45.01 8,552 -1,917
Coca-Cola 1500 82.31 123465 62.48 93,720 -29,745
Oracle 2000 112.92 225840 115.99 231,980 6,140
Netflix 500 415.71 207855 425.78 212,890 5,035
Mastercard 450 312.91 140810 392.96 176,832 36,023
MetLife 480 30.52 14649.6 62.56 30,029 15,379
JPMorgan 300 140 42000 156.91 47,073 5,073
McDonald’s 150 200 30000 294.03 44,104 14,104
Merck&Co 80 150 12000 106.34 8,507 -3,493
Walmart 100 155 15500 159.91 15,991 491
Walt Disney 250 100.1 25025 108.62 27,155 2,130
Procter&Gambl 500 100 50000 156.41 78,205 28,205
Salesforce Inc 300 210 63000 225.6 67,680 4,680
Travelers 190 100 19000 173.26 32,919 13,919
Profit/Loss % Sector
114% Technology
5% Technology
-11% Communication Services
43% Technology
6% Technology
4% Consumer Discretionary
-5% Consumer Discretionary
44% Communication Services
75% Technology
-2% Financials
0% Industrials
8% Consumer Discretionary
-38% Financials
-18% Consumer Discretionary
-24% Consumer Staples
3% Technology
2% Communication Services
26% Financials
105% Financials
12% Financials
47% Consumer Discretionary
-29% Health Care
3% Consumer Staples
9% Communication Services
56% Consumer Staples
7% Information Technology
73% Financials

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