Martel Wealth Advisors Inc's ownership history for MSFT

Martel Wealth Advisors Inc currently holds 2.0K shares with a market value of $1.0M. It started holding MSFT on 2022-12-31. At its peak, it held 2.4K shares on 2023-12-31. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 1.5K shares on 2022-12-31, with a value of $349.6K on 2022-12-31. In the recent 180 days, Martel Wealth Advisors Inc has decreased its shares by 53. In the recent year, Martel Wealth Advisors Inc has decreased its shares by 191.