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Microsoft Corporation shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 8.2k 430.31
2024-06-30 $3.6M 8.2k 446.96
2024-03-31 $3.5M 8.3k 420.73
2023-12-31 $3.0M 8.0k 376.05
2023-09-30 $2.4M 7.6k 315.76
2023-06-30 $2.5M 7.4k 340.55
2023-03-31 $2.0M 7.1k 288.31
2022-12-31 $1.6M 6.8k 239.83
2022-09-30 $1.4M 5.9k 232.89
2022-06-30 $1.6M 6.3k 256.69
2022-03-31 $2.0M 6.4k 308.31
2021-12-31 $2.2M 6.6k 336.28