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 $542,751. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,296
Previous 1,296 -0.0%
Holding current value
$542,751
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 $3.12T
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.