Position history for Waverly Advisors, LLC's holdings in MICROSOFT CORP
Waverly Advisors, LLC holds 474,910 shares of MSFT (MICROSOFT CORP), worth $229.7M as of 2025-Q4. The position was increased (++39.7% shares). MSFT represents 1.9% of Waverly Advisors, LLC's portfolio.
Current Value
$229.7M
Current Shares
474,910
Total Value Change
+$163.8M
Total Shares Change
+327,622
Increased |
| 474,910 |
+39.7% |
| $229.7M |
| 1.9% |
| $487.48 |
64 |
| 2025-Q3 | Increased | 340,000 | +4.2% | $176.1M | 1.8% | $513.64 | 50 |
| 2025-Q2 | Increased | 326,326 | +1.7% | $162.3M | 1.8% | $494.20 | 49 |
| 2025-Q1 | Increased | 320,844 | +53.6% | $120.4M | 1.5% | $376.78 | 67 |
| 2024-Q4 | Increased | 208,882 | +34.2% | $88M | 1.4% | $421.72 | 61 |
| 2024-Q3 | Increased | 155,686 | +5.7% | $67M | 1.2% | $424.04 | 49 |
| 2024-Q2 | Increased | 147,288 | +59.5% | $65.8M | 1.3% | $441.99 | 67 |