Heritage Wealth Management (Arizona)’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.41M Sell
2024
Q1
$3.58M Buy
2023
Q4
$3.16M Buy
2022
Q4
$14.3M Buy
2022
Q3
$6.64M Buy
2022
Q2
$4.89M Buy
2022
Q1
$5.79M Buy
2021
Q3
$4.38M Buy
2021
Q2
$3.93M Buy
2021
Q1
$3.3M Buy