Heron Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2.89M Sell
2023
Q1
$2.53M Sell
2022
Q4
$1.98M Sell
2022
Q3
$2.12M Buy
2022
Q2
$2.33M Sell
2022
Q1
$3.2M Buy
2021
Q4
$2.87M Buy
2021
Q3
$2.58M Buy
2021
Q2
$2.48M Sell
2021
Q1
$2.31M Buy
2020
Q4
$2M Buy
2020
Q3
$1.92M Buy
2020
Q2
$1.94M Buy
2020
Q1
$1.33M Buy
2019
Q4
$1.24M Buy