EVERGREEN CAPITAL MANAGEMENT LLC's ownership history for MSFT

EVERGREEN CAPITAL MANAGEMENT LLC currently holds 228.2K shares with a market value of $84.5M. It started holding MSFT on 2024-09-30. At its peak, it held 262.5K shares on 2025-12-31. Its highest holding value was $126.9M on 2025-12-31. At its lowest, it held 223.0K shares on 2025-06-30, with a value of $84.5M on 2026-03-31. In the recent 180 days, EVERGREEN CAPITAL MANAGEMENT LLC has decreased its shares by 3.8K. In the recent year, EVERGREEN CAPITAL MANAGEMENT LLC has increased its shares by 1.5K.

It has also owned 15 contracts of calls, with the market value of the underlying securities totaling $555.3K on 2025-06-30. At its peak, it held 15 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $776.9K on 2025-09-30. At its lowest, it held 15 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $555.3K on 2026-03-31. In the recent 180 days, EVERGREEN CAPITAL MANAGEMENT LLC has increased its holdings by 0 contracts.

It has also owned 6 contracts of puts, with the market value of the underlying securities totaling $222.1K on 2025-03-31. At its peak, it held 8 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $397.9K on 2025-06-30. At its lowest, it held 6 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $222.1K on 2026-03-31. In the recent 180 days, EVERGREEN CAPITAL MANAGEMENT LLC has increased its holdings by 0 contracts. In the recent year, EVERGREEN CAPITAL MANAGEMENT LLC has increased its holdings by 228.2K contracts.