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

Heritage Wealth Management (California)’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
2025 Q2	$2.38M	Sell
2025 Q1	$1.91M	Buy
2024 Q4	$2.08M	Buy
2024 Q3	$1.93M	Buy
2024 Q2	$1.87M	Sell
2024 Q1	$1.78M	Buy
2023 Q4	$1.58M	Buy