Heritage Investment Group’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 | $2.72M | Sell |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.66M | Buy |
|
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|
2024
Q2 | $1.98M | Sell |
|
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.41M | Buy |
|
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|
2023
Q1 | $1.07M | Buy |
|
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|
2022
Q4 | $877K | Buy |
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|
2022
Q3 | $839K | Buy |
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|
2022
Q2 | $905K | Hold |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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