Number of Shares
53,871.00
Current Holdings Value*
$20.22 Mil
% of Portfolio
14.09%
Total Estimate Gain
$3.82 Mil
% of Total Estimate Gain
15.88%

Paul R. Ried Financial Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Paul R. Ried Financial Group, LLC held 53,871.00 shares of Microsoft Corp(MSFT), totaling $20.22 Mil. This investment constitutes 14.09% of their stock portfolio, and Paul R. Ried Financial Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 2,523.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Paul R. Ried Financial Group, LLC's estimated gain on his MSFT holdings is $3.82 Mil, reflecting a 15.88% gain to date.

Paul R. Ried Financial Group, LLC MSFT ($497.72) Holding Chart

Paul R. Ried Financial Group, LLC MSFT ($497.72) 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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