Heirloom Wealth Management's ownership history for MSFT

Heirloom Wealth Management currently holds 55.0K shares with a market value of $26.6M. It started holding MSFT on 2024-09-30. At its peak, it held 55.0K shares on 2025-12-31. 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 1.5K. In the recent year, Heirloom Wealth Management has increased its shares by 3.1K.