David Rolfe MSFT Holdings History

Number of Shares
89,518.00
Current Holdings Value*
$33.39 Mil
% of Portfolio
6.89%
Total Estimate Gain
$32.00 Mil
% of Total Estimate Gain
68.63%

David Rolfe's Microsoft Corp Holding Summary

As of 2026-06-30, Wedgewood Partners, Inc. held 89,518.00 shares of Microsoft Corp(MSFT), totaling $33.39 Mil. This investment constitutes 6.89% of their stock portfolio, and Wedgewood Partners, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then David Rolfe has made 6 purchases of MSFT, at an average price of $226.86, for a total of 205,543.00 shares. In addition, there have been 20 sales at an average price of $297.83 for 116,025.00 shares. Based on historical transaction data and MSFT's current price of $492.33, David Rolfe's estimated gain on his MSFT holdings is $32.00 Mil, reflecting a 68.63% gain to date.

David Rolfe MSFT ($492.33) Holding Chart

David Rolfe MSFT ($492.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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