Number of Shares
21,955.00
Current Holdings Value*
$8.24 Mil
% of Portfolio
4.95%
Total Estimate Gain
$3.96 Mil
% of Total Estimate Gain
41.28%

Resurgent Financial Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Resurgent Financial Advisors LLC held 21,955.00 shares of Microsoft Corp(MSFT), totaling $8.24 Mil. This investment constitutes 4.95% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 7 purchases of MSFT, at an average price of $315.57, for a total of 30,435.00 shares. In addition, there have been 5 sales at an average price of $316.10 for 8,480.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Resurgent Financial Advisors LLC's estimated gain on his MSFT holdings is $3.96 Mil, reflecting a 41.28% gain to date.

Resurgent Financial Advisors LLC MSFT ($495.94) Holding Chart

Resurgent Financial Advisors LLC MSFT ($495.94) 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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