Number of Shares
11,235.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
2.12%
Total Estimate Gain
$947,276.13
% of Total Estimate Gain
17.96%

TCFG WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 11,235.00 shares of Microsoft Corp(MSFT), totaling $4.22 Mil. This investment constitutes 2.12% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of MSFT, at an average price of $427.26, for a total of 12,344.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 1,109.00 shares. Based on historical transaction data and MSFT's current price of $511.70, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $947,276.13, reflecting a 17.96% gain to date.

TCFG WEALTH MANAGEMENT, LLC MSFT ($511.70) Holding Chart

TCFG WEALTH MANAGEMENT, 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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