Jacobsen Capital Management MSFT Holdings History
Jacobsen Capital Management's Microsoft Corp Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 13,739.00 shares of Microsoft Corp(MSFT), totaling $5.16 Mil. This investment constitutes 2.24% of their stock portfolio, and Jacobsen Capital Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q1. And since then Jacobsen Capital Management has made 14 purchases of MSFT, at an average price of $276.62, for a total of 15,592.00 shares. In addition, there have been 3 sales at an average price of $269.37 for 1,853.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Jacobsen Capital Management's estimated gain on his MSFT holdings is $3.10 Mil, reflecting a 71.81% gain to date.
Jacobsen Capital Management MSFT ($503.02) Holding Chart
Jacobsen Capital Management MSFT ($503.02) 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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