Number of Shares
5,347.00
Current Holdings Value*
$1.69 Mil
% of Portfolio
2.63%
Total Estimate Gain
$776,123.21
% of Total Estimate Gain
29.26%

LEWIS CAPITAL MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2023-09-30, LEWIS CAPITAL MANAGEMENT, LLC held 5,347.00 shares of Microsoft Corp(MSFT), totaling $1.69 Mil. This investment constitutes 2.63% of their stock portfolio, and LEWIS CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then LEWIS CAPITAL MANAGEMENT, LLC has made 3 purchases of MSFT, at an average price of $326.00, for a total of 8,137.00 shares. In addition, there have been 2 sales at an average price of $259.55 for 2,790.00 shares. Based on historical transaction data and MSFT's current price of $505.82, LEWIS CAPITAL MANAGEMENT, LLC's estimated gain on his MSFT holdings is $776,123.21, reflecting a 29.26% gain to date.

LEWIS CAPITAL MANAGEMENT, LLC MSFT ($505.82) Holding Chart

LEWIS CAPITAL MANAGEMENT, LLC MSFT ($505.82) 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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