Number of Shares
320,844.00
Current Holdings Value*
$120.44 Mil
% of Portfolio
1.47%
Total Estimate Gain
$40.06 Mil
% of Total Estimate Gain
31.78%

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 $504.61, Waverly Advisors, LLC's estimated gain on his MSFT holdings is $40.06 Mil, reflecting a 31.78% gain to date.

Waverly Advisors, LLC MSFT ($504.61) Holding Chart

Waverly Advisors, LLC MSFT ($504.61) 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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