Heritage Wealth Management (California)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
4,792
-304
| -6% | -$151K | 1.59% | 14 |
|
|
2025
Q1 | $1.91M | Buy |
5,096
+151
| +3% | +$56.7K | 1.44% | 16 |
|
|
2024
Q4 | $2.08M | Buy |
4,945
+455
| +10% | +$192K | 1.5% | 13 |
|
|
2024
Q3 | $1.93M | Buy |
4,490
+302
| +7% | +$130K | 1.37% | 13 |
|
|
2024
Q2 | $1.87M | Sell |
4,188
-51
| -1% | -$22.8K | 1.37% | 14 |
|
|
2024
Q1 | $1.78M | Buy |
4,239
+28
| +0.7% | +$11.8K | 1.35% | 15 |
|
|
2023
Q4 | $1.58M | Buy |
+4,211
| New | +$1.58M | 1.27% | 15 |
|