Number of Shares
11,493.00
Current Holdings Value*
$4.31 Mil
% of Portfolio
4.6%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
50.26%

Alan B Lancz & Associates, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Alan B Lancz & Associates, Inc. held 11,493.00 shares of Microsoft Corp(MSFT), totaling $4.31 Mil. This investment constitutes 4.6% of their stock portfolio, and Alan B Lancz & Associates, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Alan B Lancz & Associates, Inc. has made 3 purchases of MSFT, at an average price of $308.45, for a total of 16,145.00 shares. In addition, there have been 6 sales at an average price of $381.61 for 4,652.00 shares. Based on historical transaction data and MSFT's current price of $496.62, Alan B Lancz & Associates, Inc.'s estimated gain on his MSFT holdings is $2.50 Mil, reflecting a 50.26% gain to date.

Alan B Lancz & Associates, Inc. MSFT ($496.62) Holding Chart

Alan B Lancz & Associates, Inc. MSFT ($496.62) 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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