HERITAGE WEALTH MANAGEMENT, LLC MSFT Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 7,636.00 shares of Microsoft Corp(MSFT), totaling $3.41 Mil. This investment constitutes 1.89% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 7 purchases of MSFT, at an average price of $246.70, for a total of 59,593.00 shares. In addition, there have been 2 sales at an average price of $357.04 for 51,957.00 shares. Based on historical transaction data and MSFT's current price of $510.88, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $7.75 Mil, reflecting a 52.72% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC MSFT ($510.88) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC MSFT ($510.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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