EWM
Elevatus Welath Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
32,119
+11,564
| +56% | +$5.75M | 5.33% | 2 |
|
2025
Q1 | $7.72M | Sell |
20,555
-33,919
| -62% | -$12.7M | 4.37% | 6 |
|
2024
Q4 | $23M | Buy |
54,474
+9,999
| +22% | +$4.21M | 7.86% | 2 |
|
2024
Q3 | $19.1M | Sell |
44,475
-3,666
| -8% | -$1.58M | 6.26% | 3 |
|
2024
Q2 | $21.5M | Sell |
48,141
-4,924
| -9% | -$2.2M | 8.05% | 1 |
|
2024
Q1 | $22.3M | Buy |
53,065
+757
| +1% | +$318K | 8.81% | 2 |
|
2023
Q4 | $19.7M | Buy |
52,308
+17,760
| +51% | +$6.68M | 8.94% | 1 |
|
2023
Q3 | $10.9M | Buy |
34,548
+21,690
| +169% | +$6.85M | 9.86% | 1 |
|
2023
Q2 | $4.38M | Buy |
+12,858
| New | +$4.38M | 3.04% | 11 |
|