Microsoft Corporation shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 1.1k | 517.91 |
| 2025-06-30 | $550k | 1.1k | 497.37 |
| 2025-03-31 | $487k | 1.3k | 375.37 |
| 2024-12-31 | $546k | 1.3k | 421.47 |
| 2024-09-30 | $558k | 1.3k | 430.27 |
| 2024-06-30 | $579k | 1.3k | 446.92 |
| 2024-03-31 | $377k | 896 | 420.68 |
| 2023-12-31 | $337k | 896 | 376.00 |
| 2023-09-30 | $508k | 1.6k | 315.73 |
| 2023-06-30 | $314k | 921 | 340.51 |
More positions owned by Heritage Wealth Management, Inc./Texas
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