Covenant Asset Management, LLC's ownership history for MSFT

Covenant Asset Management, LLC currently holds 67.8K shares with a market value of $35.1M. It started holding MSFT on 2024-09-30. At its peak, it held 72.5K shares on 2024-09-30. Its highest holding value was $35.1M on 2025-09-30. At its lowest, it held 67.7K shares on 2025-03-31, with a value of $25.4M on 2025-03-31. In the recent 180 days, Covenant Asset Management, LLC has increased its shares by 137. In the recent year, Covenant Asset Management, LLC has decreased its shares by 4.7K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $421.5K on 2024-12-31. At its peak, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $421.5K on 2024-12-31. At its lowest, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $421.5K on 2024-12-31.

It has also owned 100 contracts of puts, with the market value of the underlying securities totaling $3.8M on 2024-12-31. At its peak, it held 100 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $3.8M on 2025-03-31. At its lowest, it held 10 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $421.5K on 2024-12-31.