A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,490 shares of MSFT stock, worth $1.89 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
4,490
Previous 4,188 7.21%
Holding current value
$1.89 Million
Previous $1.87 Billion 3.22%
% of portfolio
1.37%
Previous 1.37%

Shares

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

Oct 18, 2024

BUY
$395.15 - $467.56 $119,335 - $141,203
302 Added 7.21%
4,490 $1.93 Billion
Q2 2024

Jul 25, 2024

SELL
$389.33 - $452.85 $19,855 - $23,095
-51 Reduced 1.2%
4,188 $1.87 Billion
Q1 2024

May 06, 2024

BUY
$367.75 - $429.37 $10,297 - $12,022
28 Added 0.66%
4,239 $1.78 Billion
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $1.32 Million - $1.61 Million
4,211 New
4,211 $1.58 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 $3.13T
  • 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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