LKCM Balanced Fund MSFT Holdings History
Number of Shares
6,750.00
Current Holdings Value*
$2.53 Mil
% of Portfolio
3.37%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
173.34%
LKCM Balanced Fund's Microsoft Corp Holding Summary
As of 2025-03-31, LKCM Funds held 6,750.00 shares of Microsoft Corp(MSFT), totaling $2.53 Mil. This investment constitutes 3.37% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q1. In addition, there have been 2 sales at an average price of $315.54 for 3,050.00 shares. Based on historical transaction data and MSFT's current price of $510.05, LKCM Balanced Fund's estimated gain on his MSFT holdings is $2.79 Mil, reflecting a 173.34% gain to date.
LKCM Balanced Fund MSFT ($510.05) Holding Chart
LKCM Balanced Fund 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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