Evercore Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $416M | Sell |
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2025
Q1 | $323M | Sell |
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2024
Q4 | $367M | Sell |
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2024
Q3 | $376M | Sell |
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2024
Q2 | $398M | Sell |
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2024
Q1 | $381M | Sell |
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2023
Q4 | $342M | Sell |
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2023
Q3 | $292M | Sell |
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2023
Q2 | $317M | Sell |
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2023
Q1 | $275M | Sell |
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2022
Q4 | $231M | Sell |
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2022
Q3 | $225M | Buy |
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2022
Q2 | $247M | Sell |
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2022
Q1 | $301M | Sell |
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2021
Q4 | $330M | Sell |
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2021
Q3 | $279M | Sell |
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2021
Q2 | $273M | Sell |
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2021
Q1 | $238M | Buy |
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2020
Q4 | $222M | Buy |
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2020
Q3 | $208M | Sell |
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2020
Q2 | $204M | Sell |
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2020
Q1 | $161M | Buy |
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2019
Q4 | $159M | Sell |
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2019
Q3 | $141M | Buy |
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2019
Q2 | $136M | Buy |
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2019
Q1 | $118M | Buy |
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2018
Q4 | $99.5M | Buy |
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2018
Q3 | $111M | Sell |
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2018
Q2 | $98M | Buy |
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2018
Q1 | $84.5M | Sell |
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2017
Q4 | $81.9M | Sell |
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2017
Q3 | $72.9M | Sell |
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2017
Q2 | $68.4M | Sell |
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|||||
2017
Q1 | $66.5M | Sell |
|
|||||
2016
Q4 | $63.2M | Sell |
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|||||
2016
Q3 | $59M | Buy |
|
|||||
2016
Q2 | $52.4M | Sell |
|
|||||
2016
Q1 | $58.2M | Buy |
|
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2015
Q4 | $49.5M | Buy |
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|||||
2015
Q3 | $37.9M | Buy |
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2015
Q2 | $34.6M | Buy |
|
|||||
2015
Q1 | $31.4M | Buy |
|
|||||
2014
Q4 | $34.8M | Buy |
|
|||||
2014
Q3 | $34.5M | Buy |
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|||||
2014
Q2 | $29.9M | Buy |
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|||||
2014
Q1 | $26.9M | Buy |
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|||||
2013
Q4 | $24.2M | Sell |
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2013
Q3 | $22.7M | Sell |
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2013
Q2 | $25.9M | Buy |
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