Number of Shares
11,016.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
1.29%
Total Estimate Gain
$4.93 Mil
% of Total Estimate Gain
48.21%

MFA Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 11,016.00 shares of Microsoft Corp(MSFT), totaling $5.48 Mil. This investment constitutes 1.29% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q3. And since then MFA Wealth Advisors, LLC has made 15 purchases of MSFT, at an average price of $210.32, for a total of 48,660.00 shares. In addition, there have been 13 sales at an average price of $253.69 for 37,644.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MFA Wealth Advisors, LLC's estimated gain on his MSFT holdings is $4.93 Mil, reflecting a 48.21% gain to date.

MFA Wealth Advisors, LLC MSFT ($510.05) Holding Chart

MFA Wealth Advisors, LLC MSFT ($510.05) 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 %

Top Ranked Articles

  • 1