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B. Riley Wealth Advisors, Inc. → MSFT
B. Riley Wealth Advisors, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$308K
Q3 2026
Peak value
$83.6M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $83.6M |
| Q1 2025 | $432K |
| Q1 2025 | $2.1M |
| Q3 2025 | $57.8M |
| Q4 2025 | $50.8M |
| Q4 2025 | $2.6M |
| Q1 2026 | $29.9M |
| Q1 2026 | $179K |
| Q2 2026 | $30.1M |
| Q2 2026 | $774K |
| Q3 2026 | $59M |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 600 | — | — |
| Q3 2026 | $59M | 115.0K | — | — |
| Q2 2026 | $774K | 2.1K | — | — |
| Q2 2026 | $30.1M | 81.8K | — | — |
| Q1 2026 | $179K | 50.0K | — | — |
| Q1 2026 | $29.9M | 83.2K | — | — |
| Q4 2025 | $2.6M | 5.3K | — | — |
| Q4 2025 | $50.8M | 105.1K | — | — |
| Q3 2025 | $57.8M | 111.7K | — | — |
| Q1 2025 | $2.1M | 5.5K | — | — |
| Q1 2025 | $432K | 1.1K | — | — |
| Q1 2025 | $83.6M | 222.6K | — | — |
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