A detailed history of Heritage Wealth Architects, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 571 shares of MSFT stock, worth $295,583. This represents 0.18% of its overall portfolio holdings.

Number of Shares
571
Previous 563 1.42%
Holding current value
$295,583
Previous $280 Million 5.61%
% of portfolio
0.18%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025

BUY
$491.09 - $535.64 $3,928 - $4,285
8 Added 1.42%
571 $296 Million
Q2 2025

Jul 09, 2025

BUY
$354.56 - $497.45 $199,617 - $280,064
563 New
563 $280 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 $3.86T
  • 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 Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. 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 Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.