Copia Wealth Management's ownership history for MSFT

Copia Wealth Management currently holds 2.4K shares with a market value of $1.2M. It started holding MSFT on 2024-12-31. At its peak, it held 2.4K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 2.0K shares on 2025-06-30, with a value of $771.8K on 2025-03-31. In the recent 180 days, Copia Wealth Management has increased its shares by 295.