Number of Shares
3,161.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
1.32%
Total Estimate Gain
$507,784.42
% of Total Estimate Gain
47.28%

James Reed Financial Services, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, James Reed Financial Services, Inc. held 3,161.00 shares of Microsoft Corp(MSFT), totaling $1.19 Mil. This investment constitutes 1.32% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then James Reed Financial Services, Inc. has made 2 purchases of MSFT, at an average price of $338.46, for a total of 3,173.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 12.00 shares. Based on historical transaction data and MSFT's current price of $498.84, James Reed Financial Services, Inc.'s estimated gain on his MSFT holdings is $507,784.42, reflecting a 47.28% gain to date.

James Reed Financial Services, Inc. MSFT ($498.84) Holding Chart

James Reed Financial Services, Inc. MSFT ($498.84) 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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