HERITAGE WEALTH MANAGEMENT, LLC – Microsoft Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$6.63M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.32%
quarter
Microsoft Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +49.59% | 9.44K shares | 1.74M | $232.9 | 28.49K |
| Q2 2022 | share | Increase | +1.43% | 268 shares | -898.15K | $256.83 | 19.05K |
| Q1 2022 | share | Increase | +20.86% | 3.24K shares | 1.41M | $308.31 | 18.78K |
| Q3 2021 | share | Increase | +7.20% | 1.04K shares | 454K | $281.41 | 15.54K |
| Q2 2021 | share | Increase | +3.49% | 489 shares | 624K | $269.89 | 14.49K |
| Q1 2021 | share | Increase | 0.00% | 14.00K shares | 3.30M | $234.35 | 14.00K |