Ever Source Wealth Advisors, LLC Microsoft Corp Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

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 66,661 shares of MSFT stock, worth $33.8 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

66,661

Previous 64,821 2.84%

Holding current value

$33.8 Million

Previous $32.2 Million 7.09%

% of portfolio

1.57%

Previous 1.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$491.09 - $535.64 $903,605 - $985,577	1,840 Added 2.84%	66,661 $34.5 Million
Q2 2025 Aug 13, 2025	BUY	$354.56 - $497.45 $1.05 Million - $1.48 Million	2,966 Added 4.8%	64,821 $32.2 Million
Q1 2025 May 13, 2025	BUY	$375.39 - $447.2 $1.21 Million - $1.44 Million	3,216 Added 5.48%	61,855 $23.2 Million
Q4 2024 Feb 07, 2025	BUY	$406.35 - $454.46 $1.77 Million - $1.98 Million	4,361 Added 8.03%	58,639 $24.7 Million
Q3 2024 Nov 08, 2024	BUY	$395.15 - $467.56 $7,903 - $9,351	20 Added 0.04%	54,278 $23.4 Million

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

# of Institutions

6,772

Shares Held

5.98B

Call Options Held

94.5M

Put Options Held

84.9M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.78T
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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Ever Source Wealth Advisors, LLC Microsoft Corp Transaction History