Number of Shares
122,672.00
Current Holdings Value*
$1.33 Bil
% of Portfolio
1.55%
Total Estimate Gain
$42.28 Mil
% of Total Estimate Gain
94.53%

B. Riley Wealth Management, Inc.'s Microsoft Corp Holding Summary

As of 2022-06-30, B. Riley Wealth Management, Inc. held 122,672.00 shares of Microsoft Corp(MSFT), totaling $1.33 Bil. This investment constitutes 1.55% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then B. Riley Wealth Management, Inc. has made 11 purchases of MSFT, at an average price of $169.77, for a total of 263,451.00 shares. In addition, there have been 12 sales at an average price of $173.55 for 140,779.00 shares. Based on historical transaction data and MSFT's current price of $510.05, B. Riley Wealth Management, Inc.'s estimated gain on his MSFT holdings is $42.28 Mil, reflecting a 94.53% gain to date.

B. Riley Wealth Management, Inc. MSFT ($510.05) Holding Chart

B. Riley Wealth Management, 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 %

Top Ranked Articles

  • 1