KWB Wealth's ownership history for MSFT

KWB Wealth currently holds 11.0K shares with a market value of $5.3M. It started holding MSFT on 2024-09-30. At its peak, it held 12.2K shares on 2025-03-31. Its highest holding value was $5.9M on 2025-09-30. At its lowest, it held 11.0K shares on 2026-03-31, with a value of $4.5M on 2025-06-30. In the recent 180 days, KWB Wealth has decreased its shares by 852. In the recent year, KWB Wealth has decreased its shares by 1.3K.