Number of Shares
3,531.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
1.47%
Total Estimate Gain
$531,287.95
% of Total Estimate Gain
41.46%

FMFE Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2024-06-30, FMFE Wealth Management, LLC held 3,531.00 shares of Microsoft Corp(MSFT), totaling $1.58 Mil. This investment constitutes 1.47% of their stock portfolio, and FMFE Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $413.44 for 69.00 shares. Based on historical transaction data and MSFT's current price of $505.27, FMFE Wealth Management, LLC's estimated gain on his MSFT holdings is $531,287.95, reflecting a 41.46% gain to date.

FMFE Wealth Management, LLC MSFT ($505.27) Holding Chart

FMFE Wealth Management, LLC MSFT ($505.27) 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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