Number of Shares
69,861.00
Current Holdings Value*
$26.23 Mil
% of Portfolio
1.75%
Total Estimate Gain
$10.27 Mil
% of Total Estimate Gain
39.49%

ROTHSCHILD INVESTMENT LLC's Microsoft Corp Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 69,861.00 shares of Microsoft Corp(MSFT), totaling $26.23 Mil. This investment constitutes 1.75% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 2 purchases of MSFT, at an average price of $360.36, for a total of 72,170.00 shares. In addition, there have been 3 sales at an average price of $423.71 for 2,309.00 shares. Based on historical transaction data and MSFT's current price of $505.27, ROTHSCHILD INVESTMENT LLC's estimated gain on his MSFT holdings is $10.27 Mil, reflecting a 39.49% gain to date.

ROTHSCHILD INVESTMENT LLC MSFT ($505.27) Holding Chart

ROTHSCHILD INVESTMENT LLC MSFT ($505.27) 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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