A detailed history of Heritage Wealth Management, Inc./Texas transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,296 shares of MSFT stock, worth $544,553. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,296
Previous 1,296 -0.0%
Holding current value
$544,553
Previous $579 Million 3.73%
% of portfolio
0.32%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$389.33 - $452.85 $155,732 - $181,140
400 Added 44.64%
1,296 $579 Million
Q4 2023

Jan 24, 2024

SELL
$313.39 - $382.7 $223,133 - $272,482
-712 Reduced 44.28%
896 $337 Million
Q3 2023

Nov 07, 2023

BUY
$312.14 - $359.49 $214,440 - $246,969
687 Added 74.59%
1,608 $508 Million
Q2 2023

Aug 02, 2023

BUY
$275.42 - $348.1 $253,661 - $320,600
921 New
921 $314 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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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