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  • Simarjeet Kaur Stock Analysis Assignment

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    This document contains a portfolio summary for 4 companies from September 17 to November 5. It provides the number of shares held for each company, initial cost per share, total value on given dates, and cost per share on those dates. The total portfolio value increased over time from $4,504.87 initially to $4,692.74 on November 5.

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    This document contains a portfolio summary for 4 companies from September 17 to November 5. It provides the number of shares held for each company, initial cost per share, total value on given dates, and cost per share on those dates. The total portfolio value increased over time from $4,504.87 initially to $4,692.74 on November 5.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    108 views5 pages

    Simarjeet Kaur Stock Analysis Assignment

    Uploaded by

    api-580904406
    This document contains a portfolio summary for 4 companies from September 17 to November 5. It provides the number of shares held for each company, initial cost per share, total value on given dates, and cost per share on those dates. The total portfolio value increased over time from $4,504.87 initially to $4,692.74 on November 5.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 5

    September 17 September 17 September 24

    Company Name Symbol # of Shares Cost Per Share Total Value Cost Per Share
    Adidas AG ADDYY 7 165.97 1161.79 164.84
    Walmart Inc. WMT 8 144.73 1157.84 143.17
    Apple Inc. AAPL 5 146.06 730.3 146.92
    Mcdonald Corporation MCD 6 242.49 1454.94 246.42
    Total 4504.87

    Reasons of Purchase
    ADDYY-favourite kind of shoe
    WMT-reasonable price of products
    AAPL-expensive phones
    MCD- favourite food

    Page 1
    October 15
    September 24 October 1 Cost October 1 October 8 Cost October 8 Total Cost Per
    Total Value per share Total Value Per Share Value Share
    1153.88 158.61 1110.27 151.63 1061.41 159.59
    1145.36 137.05 1096.4 139.66 1117.28 140.55
    734.6 142.65 713.25 142.9 714.5 144.84
    1478.52 242.93 1457.58 247.7 1486.2 242.25
    4512.36 4377.5 4379.39

    Page 2
    November 5
    October 15 October 22 October 22 Total October 29 October 29 Cost Per November 5
    Total Vlaue Cost Per Value Value Cost Per Value Total Value Value Total Value
    1117.13 161.62 1131.34 163.71 1145.97 172.32 1206.24
    1124.4 148.34 1186.72 149.42 1195.36 150.23 1201.84
    724.2 148.69 743.45 149.8 749 151.28 756.4
    1453.5 238.44 1430.64 245.55 1473.3 254.71 1528.26
    4419.23 4492.15 4563.63 4692.74

    Page 3
    Cost Per Share
    300

    250

    200

    150

    100

    50

    Adidas AG Walmart Inc.


    Apple Inc. Mcdonald Corporation
    Total Value
    1600
    1400
    1200
    1000
    800
    600
    400
    200
    0

    Adidas AG Walmart Inc.


    Apple Inc. Mcdonald Corporation

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