Monument Group Wealth Advisors, LLC's ownership history for MSFT


Monument Group Wealth Advisors, LLC currently holds 1.2K shares with a market value of $573.1K. It started holding MSFT on 2024-09-30. At its peak, it held 1.8K shares on 2024-09-30. Its highest holding value was $767.2K on 2024-09-30. At its lowest, it held 921 shares on 2025-03-31, with a value of $345.7K on 2025-03-31. In the recent 180 days, Monument Group Wealth Advisors, LLC has decreased its shares by 160. In the recent year, Monument Group Wealth Advisors, LLC has increased its shares by 208.


Monument Group Wealth Advisors, LLC's ownership history for MSFT