Heirloom Wealth Management's ownership history for MSFT

Heirloom Wealth Management currently holds 64.1K shares with a market value of $23.7M. It started holding MSFT on 2024-09-30. At its peak, it held 64.1K shares on 2026-03-31. Its highest holding value was $28.0M on 2025-09-30. At its lowest, it held 51.9K shares on 2024-12-31, with a value of $20.1M on 2025-03-31. In the recent 180 days, Heirloom Wealth Management has increased its shares by 10.0K. In the recent year, Heirloom Wealth Management has increased its shares by 10.6K.