Heritage Wealth Management, Inc. MSFT Holdings History
Heritage Wealth Management, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Heritage Wealth Management, Inc. held 37,539.00 shares of Microsoft Corp(MSFT), totaling $14.09 Mil. This investment constitutes 4.8% of their stock portfolio, and Heritage Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q2. In addition, there have been 3 sales at an average price of $419.30 for 2,837.00 shares. Based on historical transaction data and MSFT's current price of $510.06, Heritage Wealth Management, Inc.'s estimated gain on his MSFT holdings is $3.29 Mil, reflecting a 19.27% gain to date.
Heritage Wealth Management, Inc. MSFT ($510.06) Holding Chart
Heritage Wealth Management, Inc. MSFT ($510.06) 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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