Number of Shares
10,350.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
3.32%
Total Estimate Gain
$2.80 Mil
% of Total Estimate Gain
111.96%

RF&L WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 10,350.00 shares of Microsoft Corp(MSFT), totaling $5.15 Mil. This investment constitutes 3.32% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 1 purchases of MSFT, at an average price of $240.26, for a total of 10,396.00 shares. In addition, there have been 1 sales at an average price of $330.44 for 46.00 shares. Based on historical transaction data and MSFT's current price of $510.05, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $2.80 Mil, reflecting a 111.96% gain to date.

RF&L WEALTH MANAGEMENT, LLC MSFT ($510.05) Holding Chart

RF&L WEALTH MANAGEMENT, 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