Heritage Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.74M | Sell |
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|
2025
Q2 | $4.58M | Sell |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.39M | Buy |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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