Heritage Oak Wealth Advisors LLC Microsoft Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,584 shares of MSFT stock, worth $803,864. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,584
Previous 1,526
3.8%
Holding current value
$803,864
Previous $790 Million
3.07%
% of portfolio
0.28%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding MSFT
# of Institutions
6,852Shares Held
6BCall Options Held
96.5MPut Options Held
81.8M-
Barclays PLC London, X0821MShares$417 Billion49.79% of portfolio
-
Vanguard Group Inc Valley Forge, PA718MShares$364 Billion5.54% of portfolio
-
Black Rock Inc. New York, NY554MShares$281 Billion5.69% of portfolio
-
State Street Corp Boston, MA300MShares$152 Billion5.55% of portfolio
-
Geode Capital Management, LLC Boston, MA181MShares$91.7 Billion6.16% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.78T
- Description
- Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...