EWS
Evergreen Wealth Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
6,825
-731
| -10% | -$364K | 2.04% | 8 |
|
|
2025
Q1 | $2.84M | Buy |
7,556
+38
| +0.5% | +$14.3K | 1.91% | 8 |
|
|
2024
Q4 | $3.17M | Buy |
7,518
+444
| +6% | +$187K | 2.21% | 5 |
|
|
2024
Q3 | $3.04M | Sell |
7,074
-521
| -7% | -$224K | 2.07% | 6 |
|
|
2024
Q2 | $3.39M | Buy |
7,595
+133
| +2% | +$59.4K | 2.41% | 6 |
|
|
2024
Q1 | $3.14M | Sell |
7,462
-1,491
| -17% | -$627K | 2.32% | 6 |
|
|
2023
Q4 | $3.37M | Sell |
8,953
-497
| -5% | -$187K | 2.88% | 5 |
|
|
2023
Q3 | $2.98M | Sell |
9,450
-624
| -6% | -$197K | 3.01% | 5 |
|
|
2023
Q2 | $3.43M | Sell |
10,074
-767
| -7% | -$261K | 3.46% | 5 |
|
|
2023
Q1 | $3.13M | Buy |
10,841
+251
| +2% | +$72.4K | 3.62% | 4 |
|
|
2022
Q4 | $2.54M | Buy |
10,590
+526
| +5% | +$126K | 3.35% | 4 |
|
|
2022
Q3 | $2.34M | Sell |
10,064
-4
| -0% | -$932 | 3.33% | 4 |
|
|
2022
Q2 | $2.59M | Buy |
10,068
+73
| +0.7% | +$18.8K | 3.17% | 5 |
|
|
2022
Q1 | $3.08M | Buy |
9,995
+59
| +0.6% | +$18.2K | 2.99% | 6 |
|
|
2021
Q4 | $3.34M | Buy |
+9,936
| New | +$3.34M | 3.03% | 6 |
|