A detailed history of Jamison Private Wealth Management, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 64,618 shares of MSFT stock, worth $26.7 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
64,618
Previous 63,801 1.28%
Holding current value
$26.7 Million
Previous $28.5 Billion 2.49%
% of portfolio
4.23%
Previous 4.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$395.15 - $467.56 $322,837 - $381,996
817 Added 1.28%
64,618 $27.8 Billion
Q2 2024

Jul 11, 2024

SELL
$389.33 - $452.85 $294,333 - $342,354
-756 Reduced 1.17%
63,801 $28.5 Billion
Q1 2024

Apr 26, 2024

BUY
$367.75 - $429.37 $102,970 - $120,223
280 Added 0.44%
64,557 $27.2 Billion
Q4 2023

Jan 17, 2024

SELL
$313.39 - $382.7 $83,988 - $102,563
-268 Reduced 0.42%
64,277 $24.2 Billion
Q3 2023

Jan 05, 2024

BUY
$312.14 - $359.49 $20.1 Million - $23.2 Million
64,545 New
64,545 $20.4 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • Description
  • Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...
More about MSFT
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.