Evernest Financial Advisors, LLC MSFT Holdings History
Evernest Financial Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 12,074.00 shares of Microsoft Corp(MSFT), totaling $4.53 Mil. This investment constitutes 1.63% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of MSFT, at an average price of $406.64, for a total of 54,995.00 shares. In addition, there have been 3 sales at an average price of $407.65 for 42,921.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Evernest Financial Advisors, LLC's estimated gain on his MSFT holdings is $1.29 Mil, reflecting a 5.78% gain to date.
Evernest Financial Advisors, LLC MSFT ($510.05) Holding Chart
Evernest Financial Advisors, LLC MSFT ($510.05) 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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