NRI Wealth Management LC MSFT Holdings History
Number of Shares
8,858.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
2.66%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
33.78%
NRI Wealth Management LC's Microsoft Corp Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 8,858.00 shares of Microsoft Corp(MSFT), totaling $4.41 Mil. This investment constitutes 2.66% of their stock portfolio, and NRI Wealth Management LC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 3 purchases of MSFT, at an average price of $377.70, for a total of 8,858.00 shares. Based on historical transaction data and MSFT's current price of $505.29, NRI Wealth Management LC's estimated gain on his MSFT holdings is $1.13 Mil, reflecting a 33.78% gain to date.
NRI Wealth Management LC MSFT ($505.29) Holding Chart
NRI Wealth Management LC MSFT ($505.29) 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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