Lewis Asset Management, LLC MSFT Holdings History
Lewis Asset Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 14,145.00 shares of Microsoft Corp(MSFT), totaling $7.04 Mil. This investment constitutes 3.31% of their stock portfolio, and Lewis Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Lewis Asset Management, LLC has made 4 purchases of MSFT, at an average price of $373.67, for a total of 19,003.00 shares. In addition, there have been 2 sales at an average price of $426.87 for 4,858.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Lewis Asset Management, LLC's estimated gain on his MSFT holdings is $2.19 Mil, reflecting a 30.81% gain to date.
Lewis Asset Management, LLC MSFT ($510.05) Holding Chart
Lewis Asset Management, LLC 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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