Heritage Wealth Advisors’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 | $81.8M | Buy |
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|
2025
Q1 | $61.5M | Sell |
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|
2024
Q4 | $69.4M | Sell |
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|
2024
Q3 | $73.1M | Buy |
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|
2024
Q2 | $75M | Buy |
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|
2024
Q1 | $69.3M | Sell |
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|
2023
Q4 | $62.7M | Sell |
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|
2023
Q3 | $55.3M | Sell |
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|
2023
Q2 | $62.7M | Buy |
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|
2023
Q1 | $52.9M | Buy |
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|
2022
Q4 | $42.9M | Buy |
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|
2022
Q3 | $39.9M | Buy |
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|
2022
Q2 | $40M | Buy |
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|
2022
Q1 | $42.5M | Buy |
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|
2021
Q4 | $45.3M | Buy |
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|
2021
Q3 | $37.3M | Sell |
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|
2021
Q2 | $36.1M | Buy |
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|
2021
Q1 | $30.9M | Buy |
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|
2020
Q4 | $29.1M | Buy |
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|
2020
Q3 | $16.1M | Sell |
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|
2020
Q2 | $15.8M | Buy |
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|
2020
Q1 | $9.85M | Buy |
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|
2019
Q4 | $8.29M | Buy |
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|
2019
Q3 | $7.21M | Sell |
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|
2019
Q2 | $7.08M | Buy |
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|
2019
Q1 | $5.9M | Buy |
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|
2018
Q4 | $4.49M | Buy |
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|
2018
Q3 | $5.03M | Buy |
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|
2018
Q2 | $2.93M | Buy |
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|
2018
Q1 | $2.61M | Buy |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.67M | Buy |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $714K | Buy |
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|
2015
Q4 | $649K | Buy |
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|
2015
Q3 | $473K | Buy |
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|
2015
Q2 | $430K | Buy |
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|
2015
Q1 | $390K | Buy |
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|
2014
Q4 | $381K | Buy |
|