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Everpar Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Buy |
20,483
+1,999
| +11% | +$994K | 4.63% | 1 |
|
2025
Q1 | $6.94M | Sell |
18,484
-528
| -3% | -$198K | 3.68% | 3 |
|
2024
Q4 | $8.01M | Buy |
19,012
+7
| +0% | +$2.95K | 4.04% | 2 |
|
2024
Q3 | $8.18M | Sell |
19,005
-1,380
| -7% | -$594K | 4.23% | 1 |
|
2024
Q2 | $9.11M | Buy |
20,385
+3,286
| +19% | +$1.47M | 4.56% | 2 |
|
2024
Q1 | $7.19M | Sell |
17,099
-5,492
| -24% | -$2.31M | 4.37% | 1 |
|
2023
Q4 | $8.5M | Buy |
+22,591
| New | +$8.5M | 3.95% | 2 |
|