Number of Shares
28,644.00
Current Holdings Value*
$10.75 Mil
% of Portfolio
3.13%
Total Estimate Gain
$8.15 Mil
% of Total Estimate Gain
120.64%

Lorne Steinberg Wealth Management Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 28,644.00 shares of Microsoft Corp(MSFT), totaling $10.75 Mil. This investment constitutes 3.13% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 9 purchases of MSFT, at an average price of $227.81, for a total of 29,639.00 shares. In addition, there have been 8 sales at an average price of $288.75 for 995.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Lorne Steinberg Wealth Management Inc.'s estimated gain on his MSFT holdings is $8.15 Mil, reflecting a 120.64% gain to date.

Lorne Steinberg Wealth Management Inc. MSFT ($510.05) Holding Chart

Lorne Steinberg Wealth Management Inc. 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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