EWM
Evercore Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416M | Sell |
836,043
-24,764
| -3% | -$12.3M | 6.47% | 1 |
|
|
2025
Q1 | $323M | Sell |
860,807
-10,153
| -1% | -$3.81M | 5.19% | 2 |
|
|
2024
Q4 | $367M | Sell |
870,960
-2,778
| -0.3% | -$1.17M | 5.5% | 2 |
|
|
2024
Q3 | $376M | Sell |
873,738
-16,502
| -2% | -$7.1M | 5.64% | 2 |
|
|
2024
Q2 | $398M | Sell |
890,240
-14,851
| -2% | -$6.64M | 6.26% | 1 |
|
|
2024
Q1 | $381M | Sell |
905,091
-5,312
| -0.6% | -$2.23M | 5.97% | 1 |
|
|
2023
Q4 | $342M | Sell |
910,403
-15,737
| -2% | -$5.92M | 5.74% | 2 |
|
|
2023
Q3 | $292M | Sell |
926,140
-5,161
| -0.6% | -$1.63M | 5.47% | 2 |
|
|
2023
Q2 | $317M | Sell |
931,301
-23,583
| -2% | -$8.03M | 5.82% | 2 |
|
|
2023
Q1 | $275M | Sell |
954,884
-8,505
| -0.9% | -$2.45M | 5.49% | 2 |
|
|
2022
Q4 | $231M | Sell |
963,389
-4,755
| -0.5% | -$1.14M | 4.84% | 2 |
|
|
2022
Q3 | $225M | Buy |
968,144
+5,119
| +0.5% | +$1.19M | 5.09% | 2 |
|
|
2022
Q2 | $247M | Sell |
963,025
-11,653
| -1% | -$2.99M | 5.21% | 2 |
|
|
2022
Q1 | $301M | Sell |
974,678
-5,279
| -0.5% | -$1.63M | 5.31% | 2 |
|
|
2021
Q4 | $330M | Sell |
979,957
-11,358
| -1% | -$3.82M | 5.36% | 2 |
|
|
2021
Q3 | $279M | Sell |
991,315
-14,706
| -1% | -$4.15M | 5.06% | 2 |
|
|
2021
Q2 | $273M | Sell |
1,006,021
-4,445
| -0.4% | -$1.2M | 4.99% | 2 |
|
|
2021
Q1 | $238M | Buy |
1,010,466
+14,004
| +1% | +$3.3M | 4.72% | 2 |
|
|
2020
Q4 | $222M | Buy |
996,462
+6,024
| +0.6% | +$1.34M | 4.78% | 2 |
|
|
2020
Q3 | $208M | Sell |
990,438
-13,841
| -1% | -$2.91M | 5.1% | 2 |
|
|
2020
Q2 | $204M | Sell |
1,004,279
-15,009
| -1% | -$3.05M | 5.46% | 2 |
|
|
2020
Q1 | $161M | Buy |
1,019,288
+8,286
| +0.8% | +$1.31M | 5.3% | 1 |
|
|
2019
Q4 | $159M | Sell |
1,011,002
-5,426
| -0.5% | -$856K | 4.29% | 2 |
|
|
2019
Q3 | $141M | Buy |
1,016,428
+4,716
| +0.5% | +$656K | 4.15% | 1 |
|
|
2019
Q2 | $136M | Buy |
1,011,712
+10,444
| +1% | +$1.4M | 4.12% | 1 |
|
|
2019
Q1 | $118M | Buy |
1,001,268
+21,522
| +2% | +$2.54M | 3.8% | 2 |
|
|
2018
Q4 | $99.5M | Buy |
979,746
+4,897
| +0.5% | +$497K | 3.76% | 1 |
|
|
2018
Q3 | $111M | Sell |
974,849
-19,028
| -2% | -$2.18M | 3.56% | 4 |
|
|
2018
Q2 | $98M | Buy |
993,877
+67,758
| +7% | +$6.68M | 3.35% | 3 |
|
|
2018
Q1 | $84.5M | Sell |
926,119
-31,771
| -3% | -$2.9M | 3.23% | 3 |
|
|
2017
Q4 | $81.9M | Sell |
957,890
-20,589
| -2% | -$1.76M | 3.05% | 3 |
|
|
2017
Q3 | $72.9M | Sell |
978,479
-14,436
| -1% | -$1.08M | 2.84% | 4 |
|
|
2017
Q2 | $68.4M | Sell |
992,915
-17,206
| -2% | -$1.19M | 2.64% | 4 |
|
|
2017
Q1 | $66.5M | Sell |
1,010,121
-6,390
| -0.6% | -$421K | 2.6% | 2 |
|
|
2016
Q4 | $63.2M | Sell |
1,016,511
-7,364
| -0.7% | -$458K | 2.62% | 3 |
|
|
2016
Q3 | $59M | Buy |
1,023,875
+108
| +0% | +$6.22K | 2.44% | 6 |
|
|
2016
Q2 | $52.4M | Sell |
1,023,767
-29,386
| -3% | -$1.5M | 2.31% | 9 |
|
|
2016
Q1 | $58.2M | Buy |
1,053,153
+161,087
| +18% | +$8.9M | 2.57% | 5 |
|
|
2015
Q4 | $49.5M | Buy |
892,066
+35,197
| +4% | +$1.95M | 2.3% | 6 |
|
|
2015
Q3 | $37.9M | Buy |
856,869
+72,386
| +9% | +$3.2M | 1.81% | 11 |
|
|
2015
Q2 | $34.6M | Buy |
784,483
+11,901
| +2% | +$525K | 1.56% | 15 |
|
|
2015
Q1 | $31.4M | Buy |
772,582
+23,552
| +3% | +$957K | 1.44% | 20 |
|
|
2014
Q4 | $34.8M | Buy |
749,030
+5,198
| +0.7% | +$241K | 1.73% | 12 |
|
|
2014
Q3 | $34.5M | Buy |
743,832
+27,965
| +4% | +$1.3M | 1.73% | 8 |
|
|
2014
Q2 | $29.9M | Buy |
715,867
+57,732
| +9% | +$2.41M | 1.54% | 14 |
|
|
2014
Q1 | $26.9M | Buy |
658,135
+10,272
| +2% | +$421K | 1.51% | 13 |
|
|
2013
Q4 | $24.2M | Sell |
647,863
-33,513
| -5% | -$1.25M | 1.33% | 16 |
|
|
2013
Q3 | $22.7M | Sell |
681,376
-69,334
| -9% | -$2.31M | 1.3% | 17 |
|
|
2013
Q2 | $25.9M | Buy |
+750,710
| New | +$25.9M | 1.47% | 10 |
|