Heritage Trust Co MSFT Holdings History

Number of Shares
109,006.00
Current Holdings Value*
$40.92 Mil
% of Portfolio
4.96%
Total Estimate Gain
$50.68 Mil
% of Total Estimate Gain
276.06%

Heritage Trust Co's Microsoft Corp Holding Summary

As of 2025-03-31, Heritage Trust Co held 109,006.00 shares of Microsoft Corp(MSFT), totaling $40.92 Mil. This investment constitutes 4.96% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 7 purchases of MSFT, at an average price of $113.44, for a total of 161,826.00 shares. In addition, there have been 20 sales at an average price of $252.73 for 52,820.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Heritage Trust Co's estimated gain on his MSFT holdings is $50.68 Mil, reflecting a 276.06% gain to date.

Heritage Trust Co MSFT ($510.88) Holding Chart

Heritage Trust Co 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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