Lummis Asset Management, LP MSFT Holdings History
Lummis Asset Management, LP's Microsoft Corp Holding Summary
As of 2025-03-31, Lummis Asset Management, LP held 33,456.00 shares of Microsoft Corp(MSFT), totaling $12.90 Mil. This investment constitutes 8.98% of their stock portfolio, and Lummis Asset Management, LP now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Lummis Asset Management, LP has made 3 purchases of MSFT, at an average price of $379.75, for a total of 54,500.00 shares. In addition, there have been 2 sales at an average price of $408.43 for 21,044.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Lummis Asset Management, LP's estimated gain on his MSFT holdings is $4.96 Mil, reflecting a 23.98% gain to date.
Lummis Asset Management, LP MSFT ($510.05) Holding Chart
Lummis Asset Management, LP 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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