Schwallier Wealth Management LLC's ownership history for MSFT

Schwallier Wealth Management LLC currently holds 678 shares with a market value of $251.0K. It started holding MSFT on 2025-03-31. At its peak, it held 836 shares on 2025-03-31. Its highest holding value was $353.4K on 2025-09-30. At its lowest, it held 667 shares on 2025-06-30, with a value of $251.0K on 2026-03-31. In the recent 180 days, Schwallier Wealth Management LLC has decreased its shares by 4. In the recent year, Schwallier Wealth Management LLC has decreased its shares by 158.