Heirloom Wealth Management Microsoft Corp Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 53,514 shares of MSFT stock, worth $28.2 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares

53,514

Previous 53,554 0.07%

Holding current value

$28.2 Million

Previous $20.1 Million 32.41%

% of portfolio

7.44%

Previous 6.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$354.56 - $497.45 $14,182 - $19,898	-40 Reduced 0.07%	53,514 $26.6 Million
Q1 2025 Apr 24, 2025	BUY	$375.39 - $447.2 $622,396 - $741,457	1,658 Added 3.19%	53,554 $20.1 Million
Q4 2024 Jan 22, 2025	SELL	$406.35 - $454.46 $694,045 - $776,217	-1,708 Reduced 3.19%	51,896 $21.9 Million
Q3 2024 Oct 16, 2024	BUY	$395.15 - $467.56 $499,469 - $590,995	1,264 Added 2.41%	53,604 $23.1 Million
Q2 2024 Jul 31, 2024	SELL	$389.33 - $452.85 $109,401 - $127,250	-281 Reduced 0.53%	52,340 $23.4 Million
Q1 2024 Apr 24, 2024	SELL	$367.75 - $429.37 $434,312 - $507,085	-1,181 Reduced 2.2%	52,621 $22.1 Million
Q4 2023 Jan 31, 2024	BUY	$313.39 - $382.7 $255,726 - $312,283	816 Added 1.54%	53,802 $20.2 Million
Q3 2023 Oct 23, 2023	SELL	$312.14 - $359.49 $434,498 - $500,410	-1,392 Reduced 2.56%	52,986 $16.7 Million
Q2 2023 Aug 08, 2023	BUY	$275.42 - $348.1 $503,467 - $636,326	1,828 Added 3.48%	54,378 $18.5 Million
Q1 2023 Apr 27, 2023	BUY	$222.31 - $288.3 $1.91 Million - $2.48 Million	8,610 Added 19.59%	52,550 $15.2 Million
Q4 2022 Feb 01, 2023	BUY	$214.25 - $257.22 $1.66 Million - $2 Million	7,771 Added 21.49%	43,940 $10.5 Million
Q2 2022 Aug 10, 2022	BUY	$242.26 - $314.97 $897,088 - $1.17 Million	3,703 Added 11.41%	36,169 $10.2 Million
Q1 2022 May 17, 2022	BUY	$275.85 - $334.75 $1.79 Million - $2.18 Million	6,507 Added 25.07%	32,466 $8.48 Million
Q4 2021 Jan 25, 2022	BUY	$283.11 - $343.11 $7.35 Million - $8.91 Million	25,959 New	25,959 $7.69 Million

Others Institutions Holding MSFT

# of Institutions

6,546

Shares Held

5.21B

Call Options Held

75.7M

Put Options Held

90.4M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.93T
Description
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...

More about MSFT

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Heirloom Wealth Management Microsoft Corp Transaction History