Heritage Wealth Management (Arizona)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.41M | Sell |
7,636
-868
| -10% | -$388K | 1.89% | 9 |
|
|
2024
Q1 | $3.58M | Buy |
8,504
+93
| +1% | +$39.1K | 1.82% | 10 |
|
|
2023
Q4 | $3.16M | Buy |
+8,411
| New | +$3.16M | 1.71% | 11 |
|
|
2022
Q4 | $14.3M | Buy |
59,500
+31,001
| +109% | +$7.43M | 2.04% | 9 |
|
|
2022
Q3 | $6.64M | Buy |
28,499
+9,448
| +50% | +$2.2M | 2.13% | 9 |
|
|
2022
Q2 | $4.89M | Buy |
19,051
+268
| +1% | +$68.8K | 1.63% | 11 |
|
|
2022
Q1 | $5.79M | Buy |
+18,783
| New | +$5.79M | 1.56% | 11 |
|
|
2021
Q3 | $4.38M | Buy |
15,541
+1,044
| +7% | +$294K | 1.56% | 9 |
|
|
2021
Q2 | $3.93M | Buy |
14,497
+489
| +3% | +$132K | 1.49% | 12 |
|
|
2021
Q1 | $3.3M | Buy |
+14,008
| New | +$3.3M | 1.86% | 8 |
|