PUREfi Wealth, LLC MSFT Holdings History

Number of Shares
9,486.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
3.56%
Total Estimate Gain
$784,948.08
% of Total Estimate Gain
19.50%

PUREfi Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, PUREfi Wealth, LLC held 9,486.00 shares of Microsoft Corp(MSFT), totaling $3.56 Mil. This investment constitutes 3.56% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then PUREfi Wealth, LLC has made 1 purchases of MSFT, at an average price of $424.40, for a total of 9,486.00 shares. Based on historical transaction data and MSFT's current price of $507.15, PUREfi Wealth, LLC's estimated gain on his MSFT holdings is $784,948.08, reflecting a 19.50% gain to date.

PUREfi Wealth, LLC MSFT ($507.15) Holding Chart

PUREfi Wealth, LLC MSFT ($507.15) 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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