Heritage Oak Wealth Advisors LLC Microsoft Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
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 1,401 shares of MSFT stock, worth $680,886. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,401
Previous 1,264
10.84%
Holding current value
$680,886
Previous $533 Million
1.31%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding MSFT
# of Institutions
6,488Shares Held
5.17BCall Options Held
74.6MPut Options Held
78.8M-
Vanguard Group Inc Valley Forge, PA691MShares$336 Billion4.84% of portfolio
-
Black Rock Inc. New York, NY554MShares$269 Billion5.69% of portfolio
-
State Street Corp Boston, MA296MShares$144 Billion4.7% of portfolio
-
Geode Capital Management, LLC Boston, MA175MShares$85.3 Billion5.32% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$69 Billion4.18% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.62T
- 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 ...