Number of Shares
12,092.00
Current Holdings Value*
$4.54 Mil
% of Portfolio
3.7%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
91.23%

Redwood Wealth Management Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Redwood Wealth Management Group, LLC held 12,092.00 shares of Microsoft Corp(MSFT), totaling $4.54 Mil. This investment constitutes 3.7% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Redwood Wealth Management Group, LLC has made 6 purchases of MSFT, at an average price of $261.79, for a total of 13,066.00 shares. In addition, there have been 3 sales at an average price of $362.89 for 974.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Redwood Wealth Management Group, LLC's estimated gain on his MSFT holdings is $3.12 Mil, reflecting a 91.23% gain to date.

Redwood Wealth Management Group, LLC MSFT ($511.70) Holding Chart

Redwood Wealth Management Group, LLC MSFT ($511.70) 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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