Microsoft Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $75M | 168k | 446.95 |
| 2024-03-31 | $69M | 165k | 420.72 |
| 2023-12-31 | $63M | 167k | 376.04 |
| 2023-09-30 | $55M | 175k | 315.75 |
| 2023-06-30 | $63M | 184k | 340.54 |
| 2023-03-31 | $53M | 184k | 288.30 |
| 2022-12-31 | $43M | 179k | 239.82 |
| 2022-09-30 | $40M | 171k | 232.90 |
| 2022-06-30 | $40M | 156k | 256.83 |
| 2022-03-31 | $43M | 138k | 308.31 |
| 2021-12-31 | $45M | 135k | 336.32 |
| 2021-09-30 | $37M | 132k | 281.92 |
| 2021-06-30 | $36M | 133k | 270.90 |
| 2021-03-31 | $31M | 131k | 235.77 |
| 2020-12-31 | $29M | 131k | 222.42 |
| 2020-09-30 | $16M | 77k | 210.33 |
| 2020-06-30 | $16M | 3.8k | 4131.39 |
| 2020-03-31 | $9.9M | 63k | 157.71 |
| 2019-12-31 | $8.3M | 53k | 157.70 |
| 2019-09-30 | $7.2M | 52k | 139.02 |
| 2019-06-30 | $7.1M | 53k | 133.96 |
| 2019-03-31 | $5.9M | 50k | 117.94 |
| 2018-12-31 | $4.5M | 44k | 101.56 |
| 2018-09-30 | $5.0M | 44k | 114.35 |
| 2018-06-30 | $2.9M | 30k | 98.68 |
| 2018-03-31 | $2.6M | 29k | 91.32 |
| 2017-12-31 | $2.3M | 28k | 85.47 |
| 2017-09-30 | $1.9M | 26k | 74.36 |
| 2017-06-30 | $1.7M | 24k | 68.98 |
| 2017-03-31 | $1.6M | 24k | 66.02 |
| 2016-12-31 | $1.3M | 21k | 62.05 |
| 2016-09-30 | $1.1M | 20k | 57.60 |
| 2016-06-30 | $1.1M | 21k | 51.25 |
| 2016-03-31 | $714k | 13k | 55.27 |
| 2015-12-31 | $649k | 12k | 55.41 |
| 2015-09-30 | $473k | 11k | 44.18 |
| 2015-06-30 | $430k | 9.8k | 44.07 |
| 2015-03-31 | $390k | 9.6k | 40.54 |
| 2014-12-31 | $381k | 8.2k | 46.37 |