Evelyn Partners Investment Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288M Buy
545,074
+544,820
+214,496% +$288M 11.91% 1
2025
Q1
$196M Buy
+254
New +$196M 8.94% 1