Evergreen Wealth Solutions, LLC Microsoft Corp Transaction History

Evergreen Wealth Solutions, LLC

$140 Million
Q2 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,595 shares of MSFT stock, worth $3.25 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

7,595

Previous 7,462 1.78%

Holding current value

$3.25 Million

Previous $3.14 Million 8.12%

% of portfolio

2.42%

Previous 2.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$389.33 - $452.85 $51,780 - $60,229	133 Added 1.78%	7,595 $3.39 Million
Q1 2024 May 15, 2024	SELL	$367.75 - $429.37 $548,315 - $640,190	-1,491 Reduced 16.65%	7,462 $3.14 Million
Q4 2023 Feb 07, 2024	SELL	$313.39 - $382.7 $155,754 - $190,201	-497 Reduced 5.26%	8,953 $3.37 Million
Q3 2023 Nov 13, 2023	SELL	$312.14 - $359.49 $194,775 - $224,321	-624 Reduced 6.19%	9,450 $2.98 Million
Q2 2023 Aug 11, 2023	SELL	$275.42 - $348.1 $211,247 - $266,992	-767 Reduced 7.07%	10,074 $3.43 Million
Q1 2023 May 12, 2023	BUY	$222.31 - $288.3 $55,799 - $72,363	251 Added 2.37%	10,841 $3.13 Million
Q4 2022 Feb 14, 2023	BUY	$214.25 - $257.22 $112,695 - $135,297	526 Added 5.23%	10,590 $2.54 Million
Q3 2022 Nov 14, 2022	SELL	$232.9 - $293.47 $931 - $1,173	-4 Reduced 0.04%	10,064 $2.34 Million
Q2 2022 Aug 15, 2022	BUY	$242.26 - $314.97 $17,684 - $22,992	73 Added 0.73%	10,068 $2.59 Million
Q1 2022 Apr 22, 2022	BUY	$275.85 - $334.75 $16,275 - $19,750	59 Added 0.59%	9,995 $3.08 Million
Q4 2021 Jan 19, 2022	BUY	$283.11 - $343.11 $2.81 Million - $3.41 Million	9,936 New	9,936 $3.34 Million

Others Institutions Holding MSFT

# of Institutions

5,755

Shares Held

5.08B

Call Options Held

77.2M

Put Options Held

68.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.19T
Description
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...

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Evergreen Wealth Solutions, LLC Microsoft Corp Transaction History