HCA
Heck Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
5,796
+348
| +6% | +$173K | 0.25% | 61 |
|
|
2025
Q1 | $2.05M | Buy |
5,448
+2,096
| +63% | +$787K | 0.23% | 70 |
|
|
2024
Q4 | $1.41M | Sell |
3,352
-4
| -0.1% | -$1.69K | 0.16% | 72 |
|
|
2024
Q3 | $1.44M | Sell |
3,356
-93
| -3% | -$40K | 0.17% | 72 |
|
|
2024
Q2 | $1.54M | Buy |
3,449
+5
| +0.1% | +$2.24K | 0.19% | 70 |
|
|
2024
Q1 | $1.45M | Buy |
3,444
+40
| +1% | +$16.8K | 0.22% | 65 |
|
|
2023
Q4 | $1.28M | Sell |
3,404
-309
| -8% | -$116K | 0.21% | 68 |
|
|
2023
Q3 | $1.17M | Buy |
3,713
+53
| +1% | +$16.7K | 0.22% | 71 |
|
|
2023
Q2 | $1.25M | Sell |
3,660
-84
| -2% | -$28.6K | 0.21% | 63 |
|
|
2023
Q1 | $1.08M | Buy |
3,744
+127
| +4% | +$36.6K | 0.21% | 60 |
|
|
2022
Q4 | $867K | Buy |
3,617
+47
| +1% | +$11.3K | 0.17% | 68 |
|
|
2022
Q3 | $831K | Buy |
3,570
+60
| +2% | +$14K | 0.17% | 70 |
|
|
2022
Q2 | $901K | Sell |
3,510
-429
| -11% | -$110K | 0.18% | 69 |
|
|
2022
Q1 | $1.21M | Sell |
3,939
-33
| -0.8% | -$10.2K | 0.22% | 65 |
|
|
2021
Q4 | $1.34M | Sell |
3,972
-286
| -7% | -$96.2K | 0.24% | 55 |
|
|
2021
Q3 | $1.2M | Sell |
4,258
-72
| -2% | -$20.3K | 0.24% | 56 |
|
|
2021
Q2 | $1.17M | Buy |
4,330
+62
| +1% | +$16.8K | 0.23% | 58 |
|
|
2021
Q1 | $1.01M | Sell |
4,268
-110
| -3% | -$25.9K | 0.22% | 56 |
|
|
2020
Q4 | $974K | Sell |
4,378
-11
| -0.3% | -$2.45K | 0.24% | 50 |
|
|
2020
Q3 | $923K | Buy |
4,389
+335
| +8% | +$70.5K | 0.26% | 40 |
|
|
2020
Q2 | $825K | Buy |
4,054
+1,073
| +36% | +$218K | 0.17% | 43 |
|
|
2020
Q1 | $470K | Buy |
2,981
+1,707
| +134% | +$269K | 0.14% | 43 |
|
|
2019
Q4 | $201K | Buy |
+1,274
| New | +$201K | 0.05% | 89 |
|