A detailed history of Heritage Oak Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 10,008 shares of MSFT stock, worth $4.37 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
10,008
Previous 1,359 636.42%
Holding current value
$4.37 Million
Previous $607 Million 608.96%
% of portfolio
1.98%
Previous 0.31%

Shares

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

Oct 23, 2024

BUY
$395.15 - $467.56 $3.42 Million - $4.04 Million
8,649 Added 636.42%
10,008 $4.31 Billion
Q2 2024

Aug 28, 2024

BUY
$389.33 - $452.85 $529,099 - $615,423
1,359 New
1,359 $607 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 $3.25T
  • 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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC 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 Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.