Heritage Wealth Advisors MSFT Holdings History
Heritage Wealth Advisors's Microsoft Corp Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 163,713.00 shares of Microsoft Corp(MSFT), totaling $61.46 Mil. This investment constitutes 3.11% of their stock portfolio, and Heritage Wealth Advisors now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q4. And since then Heritage Wealth Advisors has made 26 purchases of MSFT, at an average price of $194.06, for a total of 192,100.00 shares. In addition, there have been 8 sales at an average price of $351.54 for 28,387.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Heritage Wealth Advisors's estimated gain on his MSFT holdings is $56.20 Mil, reflecting a 150.77% gain to date.
Heritage Wealth Advisors MSFT ($510.05) Holding Chart
Heritage Wealth Advisors MSFT ($510.05) 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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