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

Heritage Wealth Management (Arizona)’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.41M Sell
7,636
-868
-10% -$367K 1.89% 9
2024
Q1 		$3.58M Buy
8,504
+93
+1% +$37.6K 1.82% 10
2023
Q4 		$3.16M Buy
+8,411
New +$2.99M 1.71% 11
2022
Q4 		$14.3M Buy
59,500
+31,001
+109% +$7.44M 2.04% 9
2022
Q3 		$6.64M Buy
28,499
+9,448
+50% +$2.49M 2.13% 9
2022
Q2 		$4.89M Buy
19,051
+268
+1% +$72.7K 1.63% 11
2022
Q1 		$5.79M Buy
+18,783
New +$5.65M 1.56% 11
2021
Q3 		$4.38M Buy
15,541
+1,044
+7% +$304K 1.56% 9
2021
Q2 		$3.93M Buy
14,497
+489
+3% +$124K 1.49% 12
2021
Q1 		$3.3M Buy
+14,008
New +$3.25M 1.86% 8

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return