Waverly Advisors, LLC MSFT Holdings History
Waverly Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 320,844.00 shares of Microsoft Corp(MSFT), totaling $120.44 Mil. This investment constitutes 1.47% of their stock portfolio, and Waverly Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 26 purchases of MSFT, at an average price of $334.33, for a total of 377,053.00 shares. In addition, there have been 10 sales at an average price of $75.06 for 56,209.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Waverly Advisors, LLC's estimated gain on his MSFT holdings is $40.46 Mil, reflecting a 32.10% gain to date.
Waverly Advisors, LLC MSFT ($505.87) Holding Chart
Waverly Advisors, LLC MSFT ($505.87) 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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