Number of Shares
28,096.00
Current Holdings Value*
$10.55 Mil
% of Portfolio
2.9%
Total Estimate Gain
$4.42 Mil
% of Total Estimate Gain
27.72%

Retirement Solution LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Retirement Solution LLC held 28,096.00 shares of Microsoft Corp(MSFT), totaling $10.55 Mil. This investment constitutes 2.9% of their stock portfolio, and Retirement Solution LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Retirement Solution LLC has made 8 purchases of MSFT, at an average price of $367.93, for a total of 43,342.00 shares. In addition, there have been 5 sales at an average price of $396.00 for 15,246.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Retirement Solution LLC's estimated gain on his MSFT holdings is $4.42 Mil, reflecting a 27.72% gain to date.

Retirement Solution LLC MSFT ($510.05) Holding Chart

Retirement Solution 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 %

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