Microsoft Corporation shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $790k | 1.5k | 517.88 |
| 2025-06-30 | $718k | 1.4k | 497.31 |
| 2025-03-31 | $526k | 1.4k | 375.29 |
| 2024-12-31 | $533k | 1.3k | 421.50 |
| 2024-09-30 | $4.3M | 10k | 430.28 |
| 2024-06-30 | $607k | 1.4k | 446.95 |
More positions owned by Heritage Oak Wealth Advisors
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