Number of Shares
76,439.00
Current Holdings Value*
$28.69 Mil
% of Portfolio
3.64%
Total Estimate Gain
$47.36 Mil
% of Total Estimate Gain
105.30%

JAMES INVESTMENT RESEARCH, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 76,439.00 shares of Microsoft Corp(MSFT), totaling $28.69 Mil. This investment constitutes 3.64% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then JAMES INVESTMENT RESEARCH, INC. has made 12 purchases of MSFT, at an average price of $80.29, for a total of 560,238.00 shares. In addition, there have been 20 sales at an average price of $111.35 for 483,799.00 shares. Based on historical transaction data and MSFT's current price of $503.32, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his MSFT holdings is $47.36 Mil, reflecting a 105.30% gain to date.

JAMES INVESTMENT RESEARCH, INC. MSFT ($503.32) Holding Chart

JAMES INVESTMENT RESEARCH, INC. MSFT ($503.32) 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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