HWMO
Heritage Wealth Management (Ohio)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
36,916
-623
| -2% | -$310K | 5.94% | 1 |
|
|
2025
Q1 | $14.1M | Sell |
37,539
-1,128
| -3% | -$423K | 4.8% | 3 |
|
|
2024
Q4 | $16.3M | Sell |
38,667
-616
| -2% | -$260K | 5.42% | 3 |
|
|
2024
Q3 | $16.9M | Sell |
39,283
-1,093
| -3% | -$470K | 5.54% | 3 |
|
|
2024
Q2 | $18.9M | Buy |
+40,376
| New | +$18.9M | 6.33% | 2 |
|