Heritage Family Offices’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.51M	Hold	9,263	–	–	1.77%	10
2025 Q1	$3.48M	Buy	9,263 +295	+3%	+$111K	1.78%	10
2024 Q4	$3.78M	Buy	8,968 +1,630	+22%	+$687K	1.89%	9
2024 Q3	$3.16M	Sell	7,338 -298	-4%	-$128K	1.63%	11
2024 Q2	$3.41M	Buy	+7,636	New	+$3.41M	1.89%	9