A detailed history of Heritage Wealth Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,852 shares of MSFT stock, worth $2.99 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
6,852
Previous 7,289 6.0%
Holding current value
$2.99 Million
Previous $3.26 Billion 9.49%
% of portfolio
3.47%
Previous 4.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$395.15 - $467.56 $172,680 - $204,323
-437 Reduced 6.0%
6,852 $2.95 Billion
Q2 2024

Jul 05, 2024

BUY
$389.33 - $452.85 $14,015 - $16,302
36 Added 0.5%
7,289 $3.26 Billion
Q4 2023

Jan 19, 2024

SELL
$313.39 - $382.7 $2,820 - $3,444
-9 Reduced 0.12%
7,253 $2.73 Billion
Q3 2023

Oct 18, 2023

BUY
$312.14 - $359.49 $383,932 - $442,172
1,230 Added 20.39%
7,262 $2.29 Billion
Q2 2023

Aug 11, 2023

BUY
$275.42 - $348.1 $1.66 Million - $2.1 Million
6,032 New
6,032 $2.05 Billion
Q4 2022

Feb 10, 2023

BUY
$214.25 - $257.22 $1.42 Million - $1.71 Million
6,630 New
6,630 $1.61 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.25T
  • 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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