EFA
Evernest Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Buy |
12,846
+772
| +6% | +$384K | 2.07% | 12 |
|
|
2025
Q1 | $4.53M | Sell |
12,074
-41,632
| -78% | -$15.6M | 1.63% | 17 |
|
|
2024
Q4 | $22.6M | Sell |
53,706
-64
| -0.1% | -$27K | 5.87% | 3 |
|
|
2024
Q3 | $23.1M | Buy |
53,770
+42,778
| +389% | +$18.4M | 6.24% | 3 |
|
|
2024
Q2 | $4.91M | Buy |
10,992
+503
| +5% | +$225K | 2.2% | 11 |
|
|
2024
Q1 | $4.19M | Sell |
10,489
-1,225
| -10% | -$489K | 1.98% | 14 |
|
|
2023
Q4 | $4.4M | Buy |
+11,714
| New | +$4.4M | 2.23% | 12 |
|
|
2021
Q4 | $4.11M | Buy |
+9,785
| New | +$4.11M | 2.13% | 13 |
|