Heritage Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.98M | Sell |
5,268
-2,188
| -29% | -$821K | 3.01% | 9 |
|
|
2024
Q4 | $3.14M | Buy |
7,456
+604
| +9% | +$255K | 3.94% | 7 |
|
|
2024
Q3 | $2.95M | Sell |
6,852
-437
| -6% | -$188K | 3.47% | 9 |
|
|
2024
Q2 | $3.26M | Buy |
7,289
+36
| +0.5% | +$16.1K | 4.72% | 5 |
|
|
2024
Q1 | $2.73M | Hold |
7,253
| – | – | 5.57% | 4 |
|
|
2023
Q4 | $2.73M | Sell |
7,253
-9
| -0.1% | -$3.39K | 5.57% | 4 |
|
|
2023
Q3 | $2.29M | Buy |
7,262
+1,230
| +20% | +$388K | 4.89% | 6 |
|
|
2023
Q2 | $2.05M | Buy |
+6,032
| New | +$2.05M | 1.21% | 27 |
|
|
2023
Q1 | – | Sell |
-6,630
| Closed | -$1.61M | – | 47 |
|
|
2022
Q4 | $1.61M | Buy |
+6,630
| New | +$1.61M | 1.48% | 19 |
|