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
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management