EWM
Evergreen Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
8,546
+50
| +0.6% | +$24.9K | 2.38% | 16 |
|
|
2025
Q1 | $3.19M | Buy |
8,496
+56
| +0.7% | +$21K | 1.9% | 20 |
|
|
2024
Q4 | $3.56M | Buy |
8,440
+154
| +2% | +$64.9K | 2.1% | 18 |
|
|
2024
Q3 | $3.57M | Sell |
8,286
-630
| -7% | -$271K | 2.15% | 19 |
|
|
2024
Q2 | $3.98M | Hold |
8,916
| – | – | 2.64% | 14 |
|
|
2024
Q1 | $3.75M | Hold |
8,916
| – | – | 2.54% | 15 |
|
|
2023
Q4 | $3.35M | Buy |
8,916
+128
| +1% | +$48.1K | 2.47% | 16 |
|
|
2023
Q3 | $2.77M | Buy |
8,788
+112
| +1% | +$35.4K | 2.19% | 14 |
|
|
2023
Q2 | $2.95M | Sell |
8,676
-425
| -5% | -$145K | 2.31% | 14 |
|
|
2023
Q1 | $2.62M | Buy |
9,101
+117
| +1% | +$33.7K | 2.33% | 13 |
|
|
2022
Q4 | $2.15M | Buy |
+8,984
| New | +$2.15M | 1.98% | 18 |
|