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Microsoft Corporation shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-03-31 $377k 896 420.68
2023-12-31 $337k 896 376.00
2023-09-30 $508k 1.6k 315.73
2023-06-30 $314k 921 340.51