Heritage Oak Wealth Advisors LLC Microsoft Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $259 Billion
- Q2 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 1,443 shares of MSFT stock, worth $757,358. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,401
3.0%
Holding current value
$757,358
Previous $526 Million
36.49%
% of portfolio
0.28%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding MSFT
# of Institutions
6,657Shares Held
6.12BCall Options Held
95.3MPut Options Held
79.3M-
Barclays PLC London, X0821MShares$431 Billion3.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA705MShares$370 Billion5.88% of portfolio
-
Black Rock Inc. New York, NY554MShares$291 Billion5.69% of portfolio
-
State Street Corp Boston, MA299MShares$157 Billion5.74% of portfolio
-
Geode Capital Management, LLC Boston, MA179MShares$93.9 Billion6.42% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.91T
- 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 ...