B. Riley Wealth Advisors, Inc. MSFT Holdings History
B. Riley Wealth Advisors, Inc.'s Microsoft Corp Holding Summary
As of 2024-12-31, B. Riley Wealth Advisors, Inc. held 210,855.00 shares of Microsoft Corp(MSFT), totaling $88.88 Mil. This investment constitutes 2.91% of their stock portfolio, and B. Riley Wealth Advisors, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then B. Riley Wealth Advisors, Inc. has made 20 purchases of MSFT, at an average price of $152.48, for a total of 602,199.00 shares. In addition, there have been 15 sales at an average price of $212.36 for 391,344.00 shares. Based on historical transaction data and MSFT's current price of $510.05, B. Riley Wealth Advisors, Inc.'s estimated gain on his MSFT holdings is $98.83 Mil, reflecting a 107.63% gain to date.
B. Riley Wealth Advisors, Inc. MSFT ($510.05) Holding Chart
B. Riley Wealth Advisors, Inc. 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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