North Ridge Wealth Advisors, Inc. MSFT Holdings History
North Ridge Wealth Advisors, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 13,552.00 shares of Microsoft Corp(MSFT), totaling $5.09 Mil. This investment constitutes 3.4% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 2 purchases of MSFT, at an average price of $281.19, for a total of 20,071.00 shares. In addition, there have been 6 sales at an average price of $370.82 for 6,519.00 shares. Based on historical transaction data and MSFT's current price of $510.06, North Ridge Wealth Advisors, Inc.'s estimated gain on his MSFT holdings is $3.69 Mil, reflecting a 65.31% gain to date.
North Ridge Wealth Advisors, Inc. MSFT ($510.06) Holding Chart
North Ridge Wealth Advisors, Inc. MSFT ($510.06) 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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