Investments & Financial Planning, LLC's ownership history for MSFT


Investments & Financial Planning, LLC currently holds 1.8K shares with a market value of $670.2K. It started holding MSFT on 2024-09-30. At its peak, it held 1.8K shares on 2026-03-31. Its highest holding value was $670.2K on 2026-03-31. At its lowest, it held 586 shares on 2024-09-30, with a value of $237.2K on 2025-03-31. In the recent 180 days, Investments & Financial Planning, LLC has increased its shares by 1.2K. In the recent year, Investments & Financial Planning, LLC has increased its shares by 1.2K.


Investments & Financial Planning, LLC's ownership history for MSFT