Number of Shares
4,969.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
2.18%
Total Estimate Gain
$587,441.98
% of Total Estimate Gain
14.54%

St. James Investment Advisors, LLC's Microsoft Corp Holding Summary

As of 2022-12-31, St. James Investment Advisors, LLC held 4,969.00 shares of Microsoft Corp(MSFT), totaling $1.19 Mil. This investment constitutes 2.18% of their stock portfolio, and St. James Investment Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then St. James Investment Advisors, LLC has made 2 purchases of MSFT, at an average price of $318.83, for a total of 12,668.00 shares. In addition, there have been 2 sales at an average price of $271.71 for 7,699.00 shares. Based on historical transaction data and MSFT's current price of $510.05, St. James Investment Advisors, LLC's estimated gain on his MSFT holdings is $587,441.98, reflecting a 14.54% gain to date.

St. James Investment Advisors, LLC MSFT ($510.05) Holding Chart

St. James Investment Advisors, LLC MSFT ($510.05) 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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