Essential Planning, LLC.'s ownership history for MSFT

Essential Planning, LLC. currently holds 5.0K shares with a market value of $2.4M. It started holding MSFT on 2024-09-30. At its peak, it held 84.1K shares on 2024-12-31. Its highest holding value was $35.8M on 2024-12-31. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, Essential Planning, LLC. has increased its shares by 527. In the recent year, Essential Planning, LLC. has decreased its shares by 79.0K.