Ridgeline Wealth Planning, LLC MSFT Holdings History
Number of Shares
720.00
Current Holdings Value*
$270,280.00
% of Portfolio
0.27%
Total Estimate Gain
$73,684.80
% of Total Estimate Gain
25.10%
Ridgeline Wealth Planning, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 720.00 shares of Microsoft Corp(MSFT), totaling $270,280.00. This investment constitutes 0.27% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2025Q1. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of MSFT, at an average price of $407.71, for a total of 720.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Ridgeline Wealth Planning, LLC's estimated gain on his MSFT holdings is $73,684.80, reflecting a 25.10% gain to date.
Ridgeline Wealth Planning, LLC MSFT ($510.05) Holding Chart
Ridgeline Wealth Planning, 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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