James Aggressive Allocation Fund MSFT Holdings History
James Aggressive Allocation Fund's Microsoft Corp Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 1,640.00 shares of Microsoft Corp(MSFT), totaling $615,640.00. This investment constitutes 3.24% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $317.00 for 460.00 shares. Based on historical transaction data and MSFT's current price of $511.70, James Aggressive Allocation Fund's estimated gain on his MSFT holdings is $696,238.60, reflecting a 241.10% gain to date.
James Aggressive Allocation Fund MSFT ($511.70) Holding Chart
James Aggressive Allocation Fund 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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