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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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All positions including Microsoft Corporation held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 7.6k 446.94
2024-03-31 $3.6M 8.5k 420.74
2023-12-31 $3.2M 8.4k 376.06
2022-12-31 $14M 60k 239.82
2022-09-30 $6.6M 29k 232.89
2022-06-30 $4.9M 19k 256.83
2022-03-31 $5.8M 19k 308.31
2021-09-30 $4.4M 16k 281.90
2021-06-30 $3.9M 15k 270.88
2021-03-31 $3.3M 14k 235.79