Roberts Wealth Advisors, LLC MSFT Holdings History
Roberts Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 38,510.00 shares of Microsoft Corp(MSFT), totaling $14.46 Mil. This investment constitutes 4.46% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 10 purchases of MSFT, at an average price of $291.34, for a total of 41,574.00 shares. In addition, there have been 4 sales at an average price of $318.81 for 3,064.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Roberts Wealth Advisors, LLC's estimated gain on his MSFT holdings is $8.51 Mil, reflecting a 70.23% gain to date.
Roberts Wealth Advisors, LLC MSFT ($510.05) Holding Chart
Roberts Wealth Advisors, 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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