Evergreen Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
16,447
+868
| +6% | +$432K | 3.43% | 5 |
|
|
2025
Q1 | $5.85M | Buy |
15,579
+384
| +3% | +$144K | 2.73% | 7 |
|
|
2024
Q4 | $6.4M | Buy |
15,195
+101
| +0.7% | +$42.6K | 3% | 9 |
|
|
2024
Q3 | $6.5M | Buy |
15,094
+217
| +1% | +$93.4K | 3.01% | 7 |
|
|
2024
Q2 | $6.65M | Buy |
14,877
+223
| +2% | +$99.7K | 3.28% | 3 |
|
|
2024
Q1 | $6.17M | Sell |
14,654
-740
| -5% | -$311K | 3.09% | 5 |
|
|
2023
Q4 | $5.79M | Buy |
+15,394
| New | +$5.79M | 3.12% | 7 |
|