Heritage Oak Wealth Advisors’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$718K	Buy	1,443 +42	+3%	+$20.9K	0.28%	39
2025 Q1	$526K	Buy	1,401 +137	+11%	+$51.4K	0.23%	42
2024 Q4	$533K	Sell	1,264 -8,744	-87%	-$3.69M	0.25%	42
2024 Q3	$4.31M	Buy	10,008 +8,649	+636%	+$3.72M	1.98%	12
2024 Q2	$607K	Buy	+1,359	New	+$607K	0.31%	42