Evermay Wealth Management LLC Microsoft Corp Transaction History

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 17,739 shares of MSFT stock, worth $9.1 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
17,739
Previous 17,810 0.4%
Holding current value
$9.1 Million
Previous $6.69 Million 31.98%
% of portfolio
1.1%
Previous 0.88%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$354.56 - $497.45 $25,173 - $35,318
-71 Reduced 0.4%
17,739 $8.82 Million
Q1 2025

May 07, 2025
SELL
$375.39 - $447.2 $114,493 - $136,396
-305 Reduced 1.68%
17,810 $6.69 Million
Q4 2024

Jan 23, 2025
SELL
$406.35 - $454.46 $240,152 - $268,585
-591 Reduced 3.16%
18,115 $7.64 Million
Q3 2024

Oct 25, 2024
SELL
$395.15 - $467.56 $90,489 - $107,071
-229 Reduced 1.21%
18,706 $8.05 Million
Q2 2024

Aug 01, 2024
SELL
$389.33 - $452.85 $55,284 - $64,304
-142 Reduced 0.74%
18,935 $8.46 Million
Q1 2024

May 13, 2024
BUY
$367.75 - $429.37 $54,794 - $63,976
149 Added 0.79%
19,077 $8.03 Million
Q4 2023

Feb 09, 2024
BUY
$313.39 - $382.7 $56,096 - $68,503
179 Added 0.95%
18,928 $7.12 Million
Q3 2023

Nov 13, 2023
BUY
$312.14 - $359.49 $468,834 - $539,953
1,502 Added 8.71%
18,749 $5.92 Million
Q2 2023

Aug 10, 2023
BUY
$275.42 - $348.1 $99,151 - $125,316
360 Added 2.13%
17,247 $5.87 Million
Q1 2023

May 15, 2023
SELL
$222.31 - $288.3 $96,482 - $125,122
-434 Reduced 2.51%
16,887 $4.87 Million
Q4 2022

Jan 19, 2023
SELL
$214.25 - $257.22 $47,135 - $56,588
-220 Reduced 1.25%
17,321 $0
Q3 2022

Nov 14, 2022
BUY
$232.9 - $293.47 $33,071 - $41,672
142 Added 0.82%
17,541 $4.09 Million
Q2 2022

Aug 15, 2022
SELL
$242.26 - $314.97 $162,071 - $210,714
-669 Reduced 3.7%
17,399 $4.47 Million
Q1 2022

May 16, 2022
SELL
$275.85 - $334.75 $175,992 - $213,570
-638 Reduced 3.41%
18,068 $5.57 Million
Q4 2021

Feb 14, 2022
BUY
$283.11 - $343.11 $1.09 Million - $1.33 Million
3,862 Added 26.02%
18,706 $6.29 Million
Q3 2021

Nov 12, 2021
SELL
$271.6 - $305.22 $179,527 - $201,750
-661 Reduced 4.26%
14,844 $4.19 Million
Q2 2021

Aug 13, 2021
SELL
$239.0 - $271.4 $149,853 - $170,167
-627 Reduced 3.89%
15,505 $4.2 Million
Q1 2021

May 10, 2021
BUY
$212.25 - $244.99 $64,099 - $73,986
302 Added 1.91%
16,132 $3.8 Million
Q4 2020

Feb 16, 2021
SELL
$202.33 - $224.96 $95,297 - $105,956
-471 Reduced 2.89%
15,830 $3.52 Million
Q3 2020

Nov 05, 2020
SELL
$200.39 - $231.65 $199,588 - $230,723
-996 Reduced 5.76%
16,301 $3.43 Million
Q2 2020

Jul 20, 2020
SELL
$152.11 - $203.51 $14,146 - $18,926
-93 Reduced 0.53%
17,297 $3.52 Million
Q1 2020

Apr 24, 2020
BUY
$135.42 - $188.7 $238,068 - $331,734
1,758 Added 11.25%
17,390 $2.74 Million
Q4 2019

Feb 11, 2020
SELL
$134.65 - $158.96 $87,253 - $103,006
-648 Reduced 3.98%
15,632 $2.47 Million
Q3 2019

Oct 29, 2019
BUY
$132.21 - $141.34 $32,391 - $34,628
245 Added 1.53%
16,280 $2.26 Million
Q2 2019

Jul 23, 2019
SELL
$119.02 - $137.78 $106,998 - $123,864
-899 Reduced 5.31%
16,035 $2.15 Million
Q1 2019

May 03, 2019
BUY
$97.4 - $120.22 $487 - $601
5 Added 0.03%
16,934 $2 Million
Q4 2018

Jan 24, 2019
BUY
$94.13 - $115.61 $94,224 - $115,725
1,001 Added 6.28%
16,929 $1.72 Million
Q3 2018

Oct 29, 2018
SELL
$99.05 - $114.67 $58,934 - $68,228
-595 Reduced 3.6%
15,928 $1.82 Million
Q2 2018

Aug 06, 2018
BUY
$88.52 - $102.49 $125,786 - $145,638
1,421 Added 9.41%
16,523 $1.63 Million
Q1 2018

May 04, 2018
BUY
$85.01 - $96.77 $380,419 - $433,045
4,475 Added 42.11%
15,102 $1.38 Million
Q4 2017

Feb 07, 2018
BUY
$74.26 - $86.85 $327,263 - $382,747
4,407 Added 70.85%
10,627 $909,000
Q3 2017

Oct 23, 2017
BUY
$71.41 - $75.44 $444,170 - $469,236
6,220
6,220 $463,000

Others Institutions Holding MSFT

# of Institutions
6,536
Shares Held
5.21B
Call Options Held
75.7M
Put Options Held
79.4M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.83T
  • 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 ...
More about MSFT
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email