Number of Shares
107,336.00
Current Holdings Value*
$40.29 Mil
% of Portfolio
3.68%
Total Estimate Gain
$44.23 Mil
% of Total Estimate Gain
68.80%

Van Hulzen Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 107,336.00 shares of Microsoft Corp(MSFT), totaling $40.29 Mil. This investment constitutes 3.68% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Van Hulzen Asset Management, LLC has made 21 purchases of MSFT, at an average price of $154.61, for a total of 415,822.00 shares. In addition, there have been 15 sales at an average price of $178.21 for 308,486.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Van Hulzen Asset Management, LLC's estimated gain on his MSFT holdings is $44.23 Mil, reflecting a 68.80% gain to date.

Van Hulzen Asset Management, LLC MSFT ($498.84) Holding Chart

Van Hulzen Asset Management, LLC MSFT ($498.84) 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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