Union Heritage Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.1M | Hold |
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|
2025
Q2 | $20.2M | Hold |
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|
2025
Q1 | $15.3M | Hold |
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|
2024
Q4 | $17.2M | Hold |
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|
2024
Q3 | $17.5M | Hold |
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|
2024
Q2 | $18.2M | Hold |
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|
2024
Q1 | $17.1M | Buy |
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|
2023
Q4 | $13.2M | Hold |
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|
2023
Q3 | $11.1M | Hold |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $9.74M | Sell |
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|
2022
Q4 | $8.39M | Sell |
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|
2022
Q3 | $8.62M | Hold |
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|
2022
Q2 | $9.5M | Hold |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $13.5M | Sell |
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|
2021
Q3 | $14.7M | Hold |
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|
2021
Q2 | $14.1M | Sell |
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|
2021
Q1 | $14.4M | Buy |
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