Number of Shares
47,190.00
Current Holdings Value*
$17.71 Mil
% of Portfolio
1.43%
Total Estimate Gain
$25.46 Mil
% of Total Estimate Gain
49.56%

Regal Investment Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 47,190.00 shares of Microsoft Corp(MSFT), totaling $17.71 Mil. This investment constitutes 1.43% of their stock portfolio, and Regal Investment Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 21 purchases of MSFT, at an average price of $174.59, for a total of 294,240.00 shares. In addition, there have been 16 sales at an average price of $216.28 for 247,050.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Regal Investment Advisors LLC's estimated gain on his MSFT holdings is $25.46 Mil, reflecting a 49.56% gain to date.

Regal Investment Advisors LLC MSFT ($495.94) Holding Chart

Regal Investment Advisors LLC MSFT ($495.94) 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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