Heritage Wealth Partners, LLC MSFT Holdings History
Heritage Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held 5,268.00 shares of Microsoft Corp(MSFT), totaling $1.98 Mil. This investment constitutes 3.01% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Heritage Wealth Partners, LLC has made 4 purchases of MSFT, at an average price of $286.14, for a total of 14,532.00 shares. In addition, there have been 4 sales at an average price of $299.36 for 9,264.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Heritage Wealth Partners, LLC's estimated gain on his MSFT holdings is $1.28 Mil, reflecting a 30.71% gain to date.
Heritage Wealth Partners, LLC MSFT ($505.27) Holding Chart
Heritage Wealth Partners, LLC MSFT ($505.27) 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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