A detailed history of Ever Source Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 54,258 shares of MSFT stock, worth $22.8 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
54,258
Previous 50,794 6.82%
Holding current value
$22.8 Million
Previous $21.4 Million 13.48%
% of portfolio
1.62%
Previous 1.72%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$389.33 - $452.85 $1.35 Million - $1.57 Million
3,464 Added 6.82%
54,258 $24.3 Million
Q1 2024

Jun 11, 2024

BUY
$367.75 - $429.37 $1.66 Million - $1.94 Million
4,512 Added 9.75%
50,794 $21.4 Million
Q4 2023

Feb 09, 2024

BUY
$313.39 - $382.7 $762,791 - $931,491
2,434 Added 5.55%
46,282 $17.4 Million
Q3 2023

Nov 03, 2023

BUY
$312.14 - $359.49 $213,191 - $245,531
683 Added 1.58%
43,848 $13.8 Million
Q2 2023

Aug 04, 2023

BUY
$275.42 - $348.1 $2.23 Million - $2.82 Million
8,113 Added 23.15%
43,165 $14.7 Million
Q1 2023

May 11, 2023

BUY
$222.31 - $288.3 $466,851 - $605,430
2,100 Added 6.37%
35,052 $10.1 Million
Q4 2022

Feb 09, 2023

SELL
$214.25 - $257.22 $176,756 - $212,206
-825 Reduced 2.44%
32,952 $7.9 Million
Q3 2022

Nov 07, 2022

BUY
$232.9 - $293.47 $717,099 - $903,594
3,079 Added 10.03%
33,777 $7.87 Million
Q2 2022

Aug 01, 2022

BUY
$242.26 - $314.97 $737,681 - $959,083
3,045 Added 11.01%
30,698 $7.88 Million
Q1 2022

May 25, 2022

BUY
$275.85 - $334.75 $1.83 Million - $2.22 Million
6,633 Added 31.56%
27,653 $8.53 Million
Q4 2021

Feb 17, 2022

BUY
$283.11 - $343.11 $283 - $343
1 Added 0.0%
21,020 $7.07 Million
Q4 2021

Feb 07, 2022

BUY
$283.11 - $343.11 $5.95 Million - $7.21 Million
21,019 New
21,019 $7.07 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.