Cost basis per share calculator

The cost basis needs to be calculated for each company. Enter the number of shares and price per share for the first purchase and second purchase below.

How To Calculate Cost Base Per Share

If you refer to the FIFO section above the same sale of 15 shares resulted in a cost.

. If tax status 2 enter fair. 40 shares costing 18 per share. If you held 1000 shares of IP on October 1 2021 that you originally purchased for 3000 per share you would complete the calculator as follows.

Cost basis allocation factor for security 2. You can calculate your cost basis per share in two ways. Percent allocation of cost basis to new spinoff stock for example 2 for 20 7.

Cost basis is the original value of an asset for tax purposes usually the purchase price adjusted for stock splits dividends and return of capital distributions. Download Average Down Calculator as an Excel File for free. Enter the purchase price per share the selling price per share.

Average Cost Calculator for Stocks Cost Basis Calculator The average cost formula is the same if you buy one lot of shares or 20. To calculate the average cost divide the total purchase amount 2750 by the number of shares purchased 5661 to figure the average cost per share 4858. Here is the formula.

Stock profit Current stock price - Cost. To calculate the cost of multiple shares purchased simply add the individual cost basis for each share you own. Percent allocation of cost basis to original stock for example 8 for.

Learn More About Our Portfolio Construction Philosophy and How We Can Help Clients. For example if you own three shares in the Stock Basis Calculator app and. Once weve obtained the cost basis of our stock we have to perform one more calculation to get the stock profit.

Enter the number of shares purchased. Take the original investment amount 10000 and divide it by the new number of shares you hold 2000. Multi-merger exchange ratio for security 2 number of shares received for each original share Tax status of security 2.

Title 3 - Cost_Basis_Calculator. CALCULATOR FOR STOCK SPINOFFS. How to calculate your cost basis and access cost basis worksheets Using your own records first determine the date you acquired your shares and the cost per share at that.

The Stock Calculator is very simple to use. This value is used. Average down ten transactions at once to calculate the average share price.

Indicate original cost basis per ATT share. If you sell the stock at the end of one year for 1600 or 16 per share you have a taxable capital gain of 600. The cost basis or purchasing price is 1000.

If the stock paid a. Calculate your cost basis using our stock average calculator. Shares prior to March 20 1998 date of last stock split or through a previous acquisition or merger transaction determining your cost basis is a TWO-STEP.

The total total cost basis for the 15 shares sold would be 10 x 120 5 x 100 or 1700. Select December 31 1983 as your acquisition date. Cost Basis Average cost.

Jacksons Retirement Calculator Tool Helps Identify Gaps In Your Projected Monthly Income. Ad Our Resources Can Help You Decide Between Taxable Vs. Using the average down calculator the user can calculate the stocks average price if the investor bought the stock differently and with other costs and share amounts.

Just follow the 5 easy steps below. Cost basis per share is the amount you paid for each share after accounting for factors such as dividend reinvestment investment fees and stock splits. If you acquired your ATT Inc.

Ad See How Capital Groups Investment Management Approach Fits Clients Changing Needs. If you acquired Verizon.

Stock Average Calculator Cost Basis

Book Value Per Share Formula Calculator Excel Template