Number of Shares
96,363.00
Current Holdings Value*
$36.17 Mil
% of Portfolio
23.96%
Total Estimate Gain
$17.23 Mil
% of Total Estimate Gain
44.79%

Lakeside Advisors, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, Lakeside Advisors, INC. held 96,363.00 shares of Microsoft Corp(MSFT), totaling $36.17 Mil. This investment constitutes 23.96% of their stock portfolio, and Lakeside Advisors, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Lakeside Advisors, INC. has made 2 purchases of MSFT, at an average price of $325.05, for a total of 118,322.00 shares. In addition, there have been 11 sales at an average price of $353.29 for 21,959.00 shares. Based on historical transaction data and MSFT's current price of $497.39, Lakeside Advisors, INC.'s estimated gain on his MSFT holdings is $17.23 Mil, reflecting a 44.79% gain to date.

Lakeside Advisors, INC. MSFT ($497.39) Holding Chart

Lakeside Advisors, INC. MSFT ($497.39) 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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