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Heritage Wealth Partners’s Microsoft MSFT Stock Holding History

Heritage Wealth Partners’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
Q1 		$1.98M Sell
5,268
-2,188
-29% -$892K 3.01% 9
2024
Q4 		$3.14M Buy
7,456
+604
+9% +$257K 3.94% 7
2024
Q3 		$2.95M Sell
6,852
-437
-6% -$187K 3.47% 9
2024
Q2 		$3.26M Buy
7,289
+36
+0.5% +$15.2K 4.72% 5
2024
Q1 		$2.73M Hold
7,253
– – 5.57% 4
2023
Q4 		$2.73M Sell
7,253
-9
-0.1% -$3.2K 5.57% 4
2023
Q3 		$2.29M Buy
7,262
+1,230
+20% +$406K 4.89% 6
2023
Q2 		$2.05M Buy
+6,032
New +$1.89M 1.21% 27
2023
Q1 		– Sell
-6,630
Closed -$1.61M – 47
2022
Q4 		$1.61M Buy
+6,630
New +$1.59M 1.48% 19

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Geode Capital Management
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JP Morgan Chase
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T. Rowe Price Associates
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return