EWM
Evermay Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
17,739
-71
| -0.4% | -$35.3K | 1.09% | 18 |
|
|
2025
Q1 | $6.69M | Sell |
17,810
-305
| -2% | -$114K | 0.88% | 18 |
|
|
2024
Q4 | $7.64M | Sell |
18,115
-591
| -3% | -$249K | 1.16% | 18 |
|
|
2024
Q3 | $8.05M | Sell |
18,706
-229
| -1% | -$98.5K | 1.29% | 14 |
|
|
2024
Q2 | $8.46M | Sell |
18,935
-142
| -0.7% | -$63.5K | 1.36% | 13 |
|
|
2024
Q1 | $8.03M | Buy |
19,077
+149
| +0.8% | +$62.7K | 1.21% | 15 |
|
|
2023
Q4 | $7.12M | Buy |
18,928
+179
| +1% | +$67.3K | 1.31% | 15 |
|
|
2023
Q3 | $5.92M | Buy |
18,749
+1,502
| +9% | +$474K | 1.21% | 16 |
|
|
2023
Q2 | $5.87M | Buy |
17,247
+360
| +2% | +$123K | 1.13% | 16 |
|
|
2023
Q1 | $4.87M | Sell |
16,887
-434
| -3% | -$125K | 0.98% | 16 |
|
|
2022
Q4 | $4.15M | Sell |
17,321
-220
| -1% | -$52.8K | 0.85% | 17 |
|
|
2022
Q3 | $4.09M | Buy |
17,541
+142
| +0.8% | +$33.1K | 0.81% | 17 |
|
|
2022
Q2 | $4.47M | Sell |
17,399
-669
| -4% | -$172K | 0.87% | 16 |
|
|
2022
Q1 | $5.57M | Sell |
18,068
-638
| -3% | -$197K | 0.93% | 16 |
|
|
2021
Q4 | $6.29M | Buy |
18,706
+3,862
| +26% | +$1.3M | 1.12% | 13 |
|
|
2021
Q3 | $4.19M | Sell |
14,844
-661
| -4% | -$186K | 0.81% | 14 |
|
|
2021
Q2 | $4.2M | Sell |
15,505
-627
| -4% | -$170K | 0.78% | 14 |
|
|
2021
Q1 | $3.8M | Buy |
16,132
+302
| +2% | +$71.2K | 0.76% | 15 |
|
|
2020
Q4 | $3.52M | Sell |
15,830
-471
| -3% | -$105K | 0.78% | 16 |
|
|
2020
Q3 | $3.43M | Sell |
16,301
-996
| -6% | -$210K | 0.84% | 16 |
|
|
2020
Q2 | $3.52M | Sell |
17,297
-93
| -0.5% | -$18.9K | 0.93% | 13 |
|
|
2020
Q1 | $2.74M | Buy |
17,390
+1,758
| +11% | +$277K | 0.83% | 13 |
|
|
2019
Q4 | $2.47M | Sell |
15,632
-648
| -4% | -$102K | 0.61% | 17 |
|
|
2019
Q3 | $2.26M | Buy |
16,280
+245
| +2% | +$34.1K | 0.62% | 17 |
|
|
2019
Q2 | $2.15M | Sell |
16,035
-899
| -5% | -$120K | 0.6% | 20 |
|
|
2019
Q1 | $2M | Buy |
16,934
+5
| +0% | +$590 | 0.56% | 21 |
|
|
2018
Q4 | $1.72M | Buy |
16,929
+1,001
| +6% | +$102K | 0.56% | 22 |
|
|
2018
Q3 | $1.82M | Sell |
15,928
-595
| -4% | -$68.1K | 0.57% | 23 |
|
|
2018
Q2 | $1.63M | Buy |
16,523
+1,421
| +9% | +$140K | 0.54% | 23 |
|
|
2018
Q1 | $1.38M | Buy |
15,102
+4,475
| +42% | +$408K | 0.47% | 27 |
|
|
2017
Q4 | $909K | Buy |
10,627
+4,407
| +71% | +$377K | 0.33% | 38 |
|
|
2017
Q3 | $463K | Buy |
6,220
+766
| +14% | +$57K | 0.2% | 47 |
|
|
2017
Q2 | $376K | Sell |
5,454
-182
| -3% | -$12.5K | 0.17% | 50 |
|
|
2017
Q1 | $371K | Sell |
5,636
-235
| -4% | -$15.5K | 0.17% | 51 |
|
|
2016
Q4 | $365K | Sell |
5,871
-157
| -3% | -$9.76K | 0.18% | 44 |
|
|
2016
Q3 | $347K | Buy |
6,028
+415
| +7% | +$23.9K | 0.17% | 46 |
|
|
2016
Q2 | $287K | Hold |
5,613
| – | – | 0.15% | 55 |
|
|
2016
Q1 | $310K | Buy |
5,613
+200
| +4% | +$11K | 0.17% | 50 |
|
|
2015
Q4 | $300K | Sell |
5,413
-2,400
| -31% | -$133K | 0.18% | 50 |
|
|
2015
Q3 | $346K | Buy |
7,813
+700
| +10% | +$31K | 0.21% | 49 |
|
|
2015
Q2 | $314K | Sell |
7,113
-518
| -7% | -$22.9K | 0.19% | 58 |
|
|
2015
Q1 | $310K | Sell |
7,631
-1,416
| -16% | -$57.5K | 0.18% | 60 |
|
|
2014
Q4 | $420K | Sell |
9,047
-836
| -8% | -$38.8K | 0.27% | 48 |
|
|
2014
Q3 | $458K | Sell |
9,883
-12
| -0.1% | -$556 | 0.39% | 40 |
|
|
2014
Q2 | $413K | Buy |
9,895
+4,100
| +71% | +$171K | 0.36% | 40 |
|
|
2014
Q1 | $238K | Buy |
+5,795
| New | +$238K | 0.25% | 63 |
|