Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in MICROSOFT CORP COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 69,203 | +2,542 | +3.8% | 1.23% | $33.5M | $482.52 |
| 2025 Q3 | ADDED | 66,661 | +1,840 | +2.8% | 1.37% | $34.5M | $515.81 |
| 2025 Q2 | ADDED | 64,821 | +2,966 | +4.8% | 1.46% | $32.2M | $494.54 |
| 2025 Q1 | ADDED | 61,855 | +3,216 | +5.5% | 1.27% | $23.2M | $372.54 |
| 2024 Q4 | ADDED | 58,639 | +4,361 | +8.0% | 1.39% | $24.7M | $417.46 |
| 2024 Q3 | ADDED | 54,278 | +20 | +0.0% | 1.48% | $23.4M | $425.32 |
| 2024 Q2 | ADDED | 54,258 | +7,976 | +17.2% | 1.51% | $22.7M | $440.99 |
| 2024 Q1 | UNCHANGED | 46,282 | — | 0% | 1.59% | $17.4M | $414.36 |
| 2023 Q4 | ADDED | 46,282 | +2,434 | +5.6% | 1.59% | $17.4M | $369.67 |
| 2023 Q3 | ADDED | 43,848 | +683 | +1.6% | 1.47% | $13.8M | $309.77 |
As of 2025 Q4 — sorted by position size