Heartwood Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.64M | Buy |
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|
2025
Q2 | $4.46M | Buy |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $978K | Buy |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $311K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $224K | Buy |
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