Microsoft Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 36k | 517.96 |
| 2025-06-30 | $18M | 37k | 497.41 |
| 2025-03-31 | $14M | 38k | 375.39 |
| 2024-12-31 | $16M | 39k | 421.50 |
| 2024-09-30 | $17M | 39k | 430.30 |
| 2024-06-30 | $19M | 40k | 467.56 |
More positions owned by Heritage Wealth Management
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