Number of Shares
57,568.00
Current Holdings Value*
$21.61 Mil
% of Portfolio
1.59%
Total Estimate Gain
$12.20 Mil
% of Total Estimate Gain
56.62%

Sage Mountain Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 57,568.00 shares of Microsoft Corp(MSFT), totaling $21.61 Mil. This investment constitutes 1.59% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 12 purchases of MSFT, at an average price of $299.77, for a total of 71,853.00 shares. In addition, there have been 5 sales at an average price of $325.60 for 14,285.00 shares. Based on historical transaction data and MSFT's current price of $505.20, Sage Mountain Advisors LLC's estimated gain on his MSFT holdings is $12.20 Mil, reflecting a 56.62% gain to date.

Sage Mountain Advisors LLC MSFT ($505.20) Holding Chart

Sage Mountain Advisors LLC MSFT ($505.20) 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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