Heartwood Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
8,959
+1,107
| +14% | +$551K | 0.47% | 37 |
|
|
2025
Q1 | $2.95M | Sell |
7,852
-60
| -0.8% | -$22.5K | 0.34% | 41 |
|
|
2024
Q4 | $3.33M | Buy |
7,912
+81
| +1% | +$34.1K | 0.38% | 35 |
|
|
2024
Q3 | $3.37M | Sell |
7,831
-143
| -2% | -$61.5K | 0.37% | 36 |
|
|
2024
Q2 | $3.56M | Buy |
7,974
+1,819
| +30% | +$813K | 0.43% | 34 |
|
|
2024
Q1 | $2.59M | Sell |
6,155
-7
| -0.1% | -$2.95K | 0.32% | 37 |
|
|
2023
Q4 | $2.32M | Buy |
6,162
+110
| +2% | +$41.4K | 0.31% | 36 |
|
|
2023
Q3 | $1.91M | Sell |
6,052
-117
| -2% | -$36.9K | 0.28% | 37 |
|
|
2023
Q2 | $2.1M | Buy |
6,169
+974
| +19% | +$332K | 0.3% | 38 |
|
|
2023
Q1 | $1.5M | Buy |
5,195
+1,115
| +27% | +$321K | 0.22% | 38 |
|
|
2022
Q4 | $978K | Buy |
4,080
+1,691
| +71% | +$406K | 0.15% | 47 |
|
|
2022
Q3 | $556K | Sell |
2,389
-1,115
| -32% | -$259K | 0.1% | 62 |
|
|
2022
Q2 | $900K | Sell |
3,504
-97
| -3% | -$24.9K | 0.15% | 47 |
|
|
2022
Q1 | $1.11M | Buy |
3,601
+1,511
| +72% | +$466K | 0.17% | 44 |
|
|
2021
Q4 | $703K | Buy |
2,090
+531
| +34% | +$179K | 0.11% | 51 |
|
|
2021
Q3 | $440K | Buy |
1,559
+141
| +10% | +$39.8K | 0.07% | 65 |
|
|
2021
Q2 | $384K | Hold |
1,418
| – | – | 0.06% | 69 |
|
|
2021
Q1 | $334K | Buy |
1,418
+19
| +1% | +$4.48K | 0.05% | 66 |
|
|
2020
Q4 | $311K | Hold |
1,399
| – | – | 0.05% | 69 |
|
|
2020
Q3 | $294K | Hold |
1,399
| – | – | 0.06% | 64 |
|
|
2020
Q2 | $285K | Hold |
1,399
| – | – | 0.06% | 60 |
|
|
2020
Q1 | $221K | Sell |
1,399
-22
| -2% | -$3.48K | 0.05% | 61 |
|
|
2019
Q4 | $224K | Buy |
+1,421
| New | +$224K | 0.04% | 77 |
|