FORBES J M & CO LLP MSFT Holdings History

Number of Shares
157,939.00
Current Holdings Value*
$59.29 Mil
% of Portfolio
5.74%
Total Estimate Gain
$83.47 Mil
% of Total Estimate Gain
420.20%

FORBES J M & CO LLP's Microsoft Corp Holding Summary

As of 2025-03-31, FORBES J M & CO LLP held 157,939.00 shares of Microsoft Corp(MSFT), totaling $59.29 Mil. This investment constitutes 5.74% of their stock portfolio, and FORBES J M & CO LLP now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then FORBES J M & CO LLP has made 16 purchases of MSFT, at an average price of $60.46, for a total of 328,530.00 shares. In addition, there have been 19 sales at an average price of $132.00 for 170,591.00 shares. Based on historical transaction data and MSFT's current price of $511.70, FORBES J M & CO LLP's estimated gain on his MSFT holdings is $83.47 Mil, reflecting a 420.20% gain to date.

FORBES J M & CO LLP MSFT ($511.70) Holding Chart

FORBES J M & CO LLP MSFT ($511.70) 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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