Heck Capital 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
Q2
$2.88M Buy
2025
Q1
$2.05M Buy
2024
Q4
$1.41M Sell
2024
Q3
$1.44M Sell
2024
Q2
$1.54M Buy
2024
Q1
$1.45M Buy
2023
Q4
$1.28M Sell
2023
Q3
$1.17M Buy
2023
Q2
$1.25M Sell
2023
Q1
$1.08M Buy
2022
Q4
$867K Buy
2022
Q3
$831K Buy
2022
Q2
$901K Sell
2022
Q1
$1.21M Sell
2021
Q4
$1.34M Sell
2021
Q3
$1.2M Sell
2021
Q2
$1.17M Buy
2021
Q1
$1.01M Sell
2020
Q4
$974K Sell
2020
Q3
$923K Buy
2020
Q2
$825K Buy
2020
Q1
$470K Buy
2019
Q4
$201K Buy