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Weighted Average Method (Calculation of Stock Acquisition Cost)

Author: r921Executions: 36

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Tax Answer No. 1466: Purchasing the Same Stock or Similar Securities on Two or More Occasions
This simulation calculates the acquisition cost using a method similar to the weighted-average method.
The default values are set based on the Tax Answer example:
③ the acquisition cost per share and number of shares remaining from the previous sale,
④ the purchase price and number of shares purchased thereafter,
and ⑤ the number of shares sold this time.
When you run the calculation, it calculates the acquisition cost (per share) and the total acquisition cost.
At the time of the previous sale
Acquisition cost (unit price)
yen
Number of shares remaining after the previous saleStocks
Subsequent purchase price
yen
Number of shares purchased thereafterStocks
Number of shares sold this timeStocks
Acquisition Cost
(Unit Price)
 yen×Number of shares sold Stocks=Acquisition Cost (Total) This Time yen
When performing steps ①–③ in this example, enter 0 in the “Previous” row.
In the “After” row, enter the sum of the purchase price (①) and the number of shares (②).
Please try entering the number of shares sold (③) this time.

For the first sale after purchase, follow steps ①–③; for the second and subsequent sales,
you will likely perform the calculations following the example in steps ③–⑤.

Please use the calculated values for reference only. No guarantee is provided regarding the results.

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