How to Determine The Stock Value on a Date of Sale
There are a number of different reasons why individual investors may need stock values as of certain dates. Generally, specific day pricing is required in the event of a deceased shareholder in order to administer the valuation and distribution of an estate, and similar data might be required for other court proceedings, including divorce dissolution hearings. Fortunately, most stock data is easy to obtain, thanks to both the Internet and the vast data storage capabilities at financial services firms.
Other People Are Reading
Instructions
-
-
1
Consult a historical price chart. Particularly if the stock you want to price is a well-known, highly-traded name, you can consult any of a number of online financial websites which have charting capabilities. In addition to its extensive financial information, Google's finance website offers historical charts on all publicly-traded equities, with daily price quotes extending back for at least a year and weekly quotes for up to ten years. Beyond that, bi-weekly quotes are available for over thirty years.
-
2
Contact your financial adviser. If you cannot find your quote by yourself online, most financial services firms will be able to obtain a quote for you. You are most likely to be successful in this step if you already have a brokerage account and your own financial adviser, who should be happy to assist you. If not, try calling a representative at one of the online financial services firms. You may have to open an account to get the best service, but, especially at online firms, this is usually free of charge. Financial services firms have extensive research and historical pricing capabilities and they should be able to find a stock price for you on any given date.
-
-
3
Check your personal financial records. Especially if you are the investor who sold the stock, you should have in your possession a copy of the trade confirmation, which will list the date of sale, proceeds of the trade and the stock price at execution. If not, consult your tax records. For any year that you had stock transactions, you were required to submit the information to the Internal Revenue Service, so check your tax records for the year of the sale. If you do not have your own copy, you can request a copy or transcript of your return from the IRS by phone or mail. When you have a copy, look at your Schedule D, which will list every buy and sell transaction that you made during that tax year, and you should find your stock value as of the date of sale.
-
1
