RBA Wealth Management, LLC MSFT Holdings History
RBA Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, RBA Wealth Management, LLC held 20,171.00 shares of Microsoft Corp(MSFT), totaling $10.03 Mil. This investment constitutes 3.74% of their stock portfolio, and RBA Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q1. And since then RBA Wealth Management, LLC has made 11 purchases of MSFT, at an average price of $203.70, for a total of 48,850.00 shares. In addition, there have been 13 sales at an average price of $218.73 for 28,679.00 shares. Based on historical transaction data and MSFT's current price of $510.05, RBA Wealth Management, LLC's estimated gain on his MSFT holdings is $6.61 Mil, reflecting a 66.43% gain to date.
RBA Wealth Management, LLC MSFT ($510.05) Holding Chart
RBA Wealth Management, 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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