Heirloom Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
53,514
-40
| -0.1% | -$19.9K | 7.03% | 4 |
|
|
2025
Q1 | $20.1M | Buy |
53,554
+1,658
| +3% | +$622K | 5.76% | 7 |
|
|
2024
Q4 | $21.9M | Sell |
51,896
-1,708
| -3% | -$720K | 6.56% | 6 |
|
|
2024
Q3 | $23.1M | Buy |
53,604
+1,264
| +2% | +$544K | 7.19% | 3 |
|
|
2024
Q2 | $23.4M | Sell |
52,340
-281
| -0.5% | -$126K | 7.58% | 3 |
|
|
2024
Q1 | $22.1M | Sell |
52,621
-1,181
| -2% | -$497K | 7.54% | 3 |
|
|
2023
Q4 | $20.2M | Buy |
53,802
+816
| +2% | +$307K | 7.76% | 3 |
|
|
2023
Q3 | $16.7M | Sell |
52,986
-1,392
| -3% | -$440K | 7.44% | 3 |
|
|
2023
Q2 | $18.5M | Buy |
54,378
+1,828
| +3% | +$623K | 8.05% | 1 |
|
|
2023
Q1 | $15.2M | Buy |
52,550
+8,610
| +20% | +$2.48M | 7.23% | 5 |
|
|
2022
Q4 | $10.5M | Buy |
+43,940
| New | +$10.5M | 6.56% | 5 |
|
|
2022
Q2 | $10.2M | Buy |
36,169
+3,703
| +11% | +$1.05M | 8.36% | 4 |
|
|
2022
Q1 | $8.48M | Buy |
32,466
+6,507
| +25% | +$1.7M | 5.89% | 6 |
|
|
2021
Q4 | $7.69M | Buy |
+25,959
| New | +$7.69M | 6.6% | 5 |
|