Evelyn Partners Investment Management Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.8M Buy
129,537
+127,626
+6,678% +$66.8M 9.04% 1
2025
Q1
$40.6M Buy
+1,911
New +$40.6M 7.06% 1