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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Quarterly reported holdings in Microsoft Corporation by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 9.1k | 517.96 |
| 2025-06-30 | $4.6M | 9.2k | 497.42 |
| 2025-03-31 | $3.6M | 9.7k | 375.40 |
| 2024-12-31 | $3.6M | 8.7k | 421.49 |
| 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 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services