Everhart Financial Group’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 | $26.6M | Buy |
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|
2025
Q1 | $18.4M | Buy |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $18.4M | Buy |
|
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|
2024
Q2 | $17.1M | Buy |
|
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|
2024
Q1 | $14.5M | Buy |
|
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|
2023
Q4 | $11.4M | Buy |
|
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|
2023
Q3 | $8.57M | Buy |
|
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|
2023
Q2 | $8.54M | Buy |
|
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|
2023
Q1 | $6.88M | Buy |
|
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|
2022
Q4 | $5.08M | Buy |
|
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|
2022
Q3 | $3.88M | Buy |
|
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|
2022
Q2 | $4.25M | Buy |
|
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|
2022
Q1 | $4.98M | Buy |
|
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|
2021
Q4 | $4.09M | Buy |
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|
2021
Q3 | $3.09M | Buy |
|
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $904K | Sell |
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|
2020
Q4 | $981K | Buy |
|