EWA
EverSource Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
64,821
+2,966
| +5% | +$1.48M | 1.46% | 8 |
|
|
2025
Q1 | $23.2M | Buy |
61,855
+3,216
| +5% | +$1.21M | 1.27% | 12 |
|
|
2024
Q4 | $24.7M | Buy |
58,639
+4,361
| +8% | +$1.84M | 1.39% | 10 |
|
|
2024
Q3 | $23.4M | Buy |
54,278
+20
| +0% | +$8.61K | 1.48% | 8 |
|
|
2024
Q2 | $22.7M | Buy |
54,258
+3,464
| +7% | +$1.45M | 1.51% | 8 |
|
|
2024
Q1 | $19.8M | Buy |
50,794
+4,512
| +10% | +$1.76M | 1.55% | 9 |
|
|
2023
Q4 | $17.4M | Buy |
46,282
+2,434
| +6% | +$915K | 1.59% | 10 |
|
|
2023
Q3 | $13.8M | Buy |
43,848
+683
| +2% | +$216K | 1.47% | 12 |
|
|
2023
Q2 | $14.7M | Buy |
43,165
+8,113
| +23% | +$2.76M | 1.62% | 10 |
|
|
2023
Q1 | $10.1M | Buy |
35,052
+2,100
| +6% | +$605K | 1.26% | 13 |
|
|
2022
Q4 | $7.9M | Sell |
32,952
-825
| -2% | -$198K | 1.2% | 15 |
|
|
2022
Q3 | $7.87M | Buy |
33,777
+3,079
| +10% | +$717K | 1.8% | 9 |
|
|
2022
Q2 | $7.88M | Buy |
30,698
+3,045
| +11% | +$782K | 2.03% | 8 |
|
|
2022
Q1 | $8.53M | Buy |
27,653
+6,633
| +32% | +$2.04M | 2.16% | 8 |
|
|
2021
Q4 | $7.07M | Buy |
+21,020
| New | +$7.07M | 1.98% | 8 |
|