Heritage Wealth Management (Texas)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,106
-190
| -15% | -$94.5K | 0.27% | 22 |
|
|
2025
Q1 | $486K | Hold |
1,296
| – | – | 0.28% | 21 |
|
|
2024
Q4 | $546K | Hold |
1,296
| – | – | 0.32% | 21 |
|
|
2024
Q3 | $558K | Hold |
1,296
| – | – | 0.32% | 22 |
|
|
2024
Q2 | $579K | Buy |
1,296
+400
| +45% | +$179K | 0.36% | 21 |
|
|
2024
Q1 | $377K | Hold |
896
| – | – | 0.24% | 27 |
|
|
2023
Q4 | $337K | Sell |
896
-712
| -44% | -$268K | 0.24% | 29 |
|
|
2023
Q3 | $508K | Buy |
1,608
+687
| +75% | +$217K | 0.46% | 19 |
|
|
2023
Q2 | $314K | Buy |
+921
| New | +$314K | 0.28% | 21 |
|