ORBA Wealth Advisors, L.L.C. MSFT Holdings History
ORBA Wealth Advisors, L.L.C.'s Microsoft Corp Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 13,780.00 shares of Microsoft Corp(MSFT), totaling $5.17 Mil. This investment constitutes 2.61% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 3 purchases of MSFT, at an average price of $361.34, for a total of 14,121.00 shares. In addition, there have been 2 sales at an average price of $425.22 for 341.00 shares. Based on historical transaction data and MSFT's current price of $498.84, ORBA Wealth Advisors, L.L.C.'s estimated gain on his MSFT holdings is $1.92 Mil, reflecting a 37.56% gain to date.
ORBA Wealth Advisors, L.L.C. MSFT ($498.84) Holding Chart
ORBA Wealth Advisors, L.L.C. MSFT ($498.84) 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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