RFG - Bristol Wealth Advisors, LLC MSFT Holdings History
RFG - Bristol Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 21,750.00 shares of Microsoft Corp(MSFT), totaling $8.16 Mil. This investment constitutes 2.74% of their stock portfolio, and RFG - Bristol Wealth Advisors, 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 1,167.00 shares. Based on historical transaction data and MSFT's current price of $498.84, RFG - Bristol Wealth Advisors, LLC's estimated gain on his MSFT holdings is $1.56 Mil, reflecting a 16.00% gain to date.
RFG - Bristol Wealth Advisors, LLC MSFT ($498.84) Holding Chart
RFG - Bristol Wealth Advisors, LLC MSFT ($498.84) 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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