A detailed history of Heritage Wealth Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,852 shares of MSFT stock, worth $2.83 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
6,852
Previous 7,289 6.0%
Holding current value
$2.83 Million
Previous $3.26 Billion 9.49%
% of portfolio
3.47%
Previous 4.72%

Shares

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

Oct 08, 2024

SELL
$395.15 - $467.56 $172,680 - $204,323
-437 Reduced 6.0%
6,852 $2.95 Billion
Q2 2024

Jul 05, 2024

BUY
$389.33 - $452.85 $14,015 - $16,302
36 Added 0.5%
7,289 $3.26 Billion
Q4 2023

Jan 19, 2024

SELL
$313.39 - $382.7 $2,820 - $3,444
-9 Reduced 0.12%
7,253 $2.73 Billion
Q3 2023

Oct 18, 2023

BUY
$312.14 - $359.49 $383,932 - $442,172
1,230 Added 20.39%
7,262 $2.29 Billion
Q2 2023

Aug 11, 2023

BUY
$275.42 - $348.1 $1.66 Million - $2.1 Million
6,032 New
6,032 $2.05 Billion
Q4 2022

Feb 10, 2023

BUY
$214.25 - $257.22 $1.42 Million - $1.71 Million
6,630 New
6,630 $1.61 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 $3.08T
  • 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 Partners, LLC Portfolio

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

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.