JACOBSON & SCHMITT ADVISORS, LLC MSFT Holdings History
JACOBSON & SCHMITT ADVISORS, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held 38,272.00 shares of Microsoft Corp(MSFT), totaling $14.37 Mil. This investment constitutes 2.94% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q2. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 6 purchases of MSFT, at an average price of $408.15, for a total of 41,481.00 shares. In addition, there have been 4 sales at an average price of $300.60 for 3,209.00 shares. Based on historical transaction data and MSFT's current price of $498.14, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his MSFT holdings is $3.10 Mil, reflecting a 18.30% gain to date.
JACOBSON & SCHMITT ADVISORS, LLC MSFT ($498.14) Holding Chart
JACOBSON & SCHMITT ADVISORS, LLC MSFT ($498.14) 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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