Evercore Wealth Management, LLC MSFT Holdings History
Evercore Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 860,807.00 shares of Microsoft Corp(MSFT), totaling $323.14 Mil. This investment constitutes 5.19% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 17 purchases of MSFT, at an average price of $53.50, for a total of 1.07 Mil shares. In addition, there have been 19 sales at an average price of $293.81 for 208,082.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Evercore Wealth Management, LLC's estimated gain on his MSFT holdings is $432.16 Mil, reflecting a 755.78% gain to date.
Evercore Wealth Management, LLC MSFT ($497.45) Holding Chart
Evercore Wealth Management, LLC MSFT ($497.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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