Savvy Advisors, Inc. MSFT Holdings History

Number of Shares
57,688.00
Current Holdings Value*
$21.66 Mil
% of Portfolio
2.18%
Total Estimate Gain
$5.72 Mil
% of Total Estimate Gain
24.13%

Savvy Advisors, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Savvy Advisors, Inc. held 57,688.00 shares of Microsoft Corp(MSFT), totaling $21.66 Mil. This investment constitutes 2.18% of their stock portfolio, and Savvy Advisors, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Savvy Advisors, Inc. has made 5 purchases of MSFT, at an average price of $410.90, for a total of 57,688.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Savvy Advisors, Inc.'s estimated gain on his MSFT holdings is $5.72 Mil, reflecting a 24.13% gain to date.

Savvy Advisors, Inc. MSFT ($510.05) Holding Chart

Savvy Advisors, 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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