MSFT MICROSOFT CORP

Ownership history in EVERPAR ADVISORS LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which EVERPAR ADVISORS LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.63% (2025 Q2)
Avg. % of fund
4.22%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,959 +1,411 +6.5% 4.12% $11.1M $482.52
2025 Q3 ADDED 21,548 +1,065 +5.2% 4.41% $11.2M $515.81
2025 Q2 ADDED 20,483 +1,999 +10.8% 4.63% $10.2M $494.54
2025 Q1 REDUCED 18,484 -528 -2.8% 3.68% $6.9M $372.54
2024 Q4 ADDED 19,012 +7 +0.0% 4.04% $8.0M $417.46
2024 Q3 REDUCED 19,005 -1,380 -6.8% 4.23% $8.2M $425.32
2024 Q2 ADDED 20,385 +3,286 +19.2% 4.56% $9.1M $440.99
2024 Q1 REDUCED 17,099 -5,492 -24.3% 4.37% $7.2M $414.36
2023 Q4 INITIATED 22,591 3.95% $8.5M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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