Heritage Oak Wealth Advisors LLC Buys 8,649 Shares of Microsoft …

Dec 23, 2024 · Heritage Oak Wealth Advisors LLC raised its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 636.4% in the third quarter, according to the company in its …

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Heritage Oak Wealth Advisors LLC Buys 8,649 Shares Of Microsoft …

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Dec 23, 2024 · Heritage Oak Wealth Advisors LLC raised its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 636.4% in the third quarter, according to the company in its …

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Heritage Oak Wealth Advisors LLC Acquires 8,649 Shares Of …

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Dec 23, 2024 · Heritage Oak Wealth Advisors LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 636.4% during the third quarter, according to its most …

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Blackston Financial Advisory Group LLC Has $4.44 Million Holdings …

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Dec 22, 2024 · Heritage Oak Wealth Advisors LLC increased its stake in shares of Microsoft by 636.4% in the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 10,008 shares of the …

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Smith & Howard Wealth Management LLC Sells 64 Shares Of …

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Dec 23, 2024 · Heritage Oak Wealth Advisors LLC Acquires 8,649 Shares of Microsoft Co. (NASDAQ:MSFT) You might be interested in: OPG Power Ventures Trading Down 7.7% – …

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Heritage Oak Wealth Advisors LLC Raises Stock Position In Apple …

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Dec 25, 2024 · Heritage Oak Wealth Advisors LLC grew its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.8% during the 3rd quarter, according to the company in …

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Heritage Oak Wealth Advisors LLC Buys New Position In Costco …

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Oct 27, 2024 · Heritage Oak Wealth Advisors LLC acquired a new position in Costco Wholesale Co. (NASDAQ:COST) by purchasing 733 shares valued at approximately $200,000 during Q3, …

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16,234 Shares In Invesco QQQ (NASDAQ:QQQ) Acquired By …

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Oct 26, 2024 · Heritage Oak Wealth Advisors LLC acquired 16,234 shares of Invesco QQQ (NASDAQ:QQQ) in Q3, valued at approximately $1,923,000, making it the fund's 4th largest …

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FAQs about Heritage Oak Wealth Advisors LLC Buys 8,649 Shares of Microsoft … Coupon?

Does Heritage Oak Wealth Advisors LLC own Microsoft?

Microsoft makes up about 2.0% of Heritage Oak Wealth Advisors LLC’s holdings, making the stock its 12th largest position. Heritage Oak Wealth Advisors LLC’s holdings in Microsoft were worth $4,306,000 at the end of the most recent quarter. Other hedge funds and other institutional investors have also bought and sold shares of the company. ...

Does Smith & Howard wealth management own Microsoft?

Smith & Howard Wealth Management LLC lessened its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,657 shares of the software giant’s stock after selling 64 shares during the quarter. ...

Who owns Microsoft?

Christopher J. Hasenberg Inc now owns 70 shares of the software giant’s stock valued at $31,000 after acquiring an additional 44 shares during the last quarter. Quarry LP purchased a new stake in shares of Microsoft in the 2nd quarter valued at $45,000. Innealta Capital LLC purchased a new position in Microsoft in the 2nd quarter worth $75,000. ...