Microsoft Corporation shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.0M | 5.3k | 375.36 |
| 2024-12-31 | $3.1M | 7.5k | 421.49 |
| 2024-09-30 | $2.9M | 6.9k | 430.33 |
| 2024-06-30 | $3.3M | 7.3k | 446.96 |
| 2024-03-31 | $2.7M | 7.3k | 376.06 |
| 2023-12-31 | $2.7M | 7.3k | 376.06 |
| 2023-09-30 | $2.3M | 7.3k | 315.75 |
| 2023-06-30 | $2.1M | 6.0k | 340.54 |
| 2022-12-31 | $1.6M | 6.6k | 242.99 |