Everhart Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
53,410
+4,458
| +9% | +$2.22M | 3.07% | 6 |
|
|
2025
Q1 | $18.4M | Buy |
48,952
+783
| +2% | +$294K | 2.51% | 7 |
|
|
2024
Q4 | $20.3M | Buy |
48,169
+5,342
| +12% | +$2.25M | 4.18% | 4 |
|
|
2024
Q3 | $18.4M | Buy |
42,827
+4,475
| +12% | +$1.93M | 4.08% | 4 |
|
|
2024
Q2 | $17.1M | Buy |
38,352
+3,872
| +11% | +$1.73M | 4.45% | 3 |
|
|
2024
Q1 | $14.5M | Buy |
34,480
+4,120
| +14% | +$1.73M | 4.22% | 2 |
|
|
2023
Q4 | $11.4M | Buy |
30,360
+3,213
| +12% | +$1.21M | 4.04% | 3 |
|
|
2023
Q3 | $8.57M | Buy |
27,147
+2,066
| +8% | +$652K | 3.64% | 4 |
|
|
2023
Q2 | $8.54M | Buy |
25,081
+1,216
| +5% | +$414K | 3.53% | 6 |
|
|
2023
Q1 | $6.88M | Buy |
23,865
+2,699
| +13% | +$778K | 3.09% | 8 |
|
|
2022
Q4 | $5.08M | Buy |
21,166
+4,501
| +27% | +$1.08M | 2.55% | 8 |
|
|
2022
Q3 | $3.88M | Buy |
16,665
+127
| +0.8% | +$29.6K | 2.15% | 8 |
|
|
2022
Q2 | $4.25M | Buy |
16,538
+396
| +2% | +$102K | 2.58% | 6 |
|
|
2022
Q1 | $4.98M | Buy |
16,142
+3,968
| +33% | +$1.22M | 2.88% | 7 |
|
|
2021
Q4 | $4.09M | Buy |
12,174
+1,199
| +11% | +$403K | 2.47% | 9 |
|
|
2021
Q3 | $3.09M | Buy |
10,975
+1,188
| +12% | +$335K | 2.12% | 14 |
|
|
2021
Q2 | $2.65M | Buy |
9,787
+5,950
| +155% | +$1.61M | 1.82% | 17 |
|
|
2021
Q1 | $904K | Sell |
3,837
-574
| -13% | -$135K | 0.79% | 30 |
|
|
2020
Q4 | $981K | Buy |
+4,411
| New | +$981K | 0.91% | 30 |
|