Heirloom Wealth Management’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 | $26.6M | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | $21.9M | Sell |
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|
2024
Q3 | $23.1M | Buy |
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|
2024
Q2 | $23.4M | Sell |
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|
2024
Q1 | $22.1M | Sell |
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|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $16.7M | Sell |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $15.2M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $8.48M | Buy |
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|
2021
Q4 | $7.69M | Buy |
|