Number of Shares
64,233.00
Current Holdings Value*
$24.11 Mil
% of Portfolio
3.67%
Total Estimate Gain
$10.68 Mil
% of Total Estimate Gain
48.77%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 64,233.00 shares of Microsoft Corp(MSFT), totaling $24.11 Mil. This investment constitutes 3.67% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 3 purchases of MSFT, at an average price of $332.30, for a total of 65,880.00 shares. In addition, there have been 3 sales at an average price of $405.99 for 1,647.00 shares. Based on historical transaction data and MSFT's current price of $496.62, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his MSFT holdings is $10.68 Mil, reflecting a 48.77% gain to date.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. MSFT ($496.62) Holding Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. MSFT ($496.62) 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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