Soltis Investment Advisors LLC's ownership history for MSFT

Soltis Investment Advisors LLC currently holds 226.3K shares with a market value of $83.8M. It started holding MSFT on 2024-09-30. At its peak, it held 226.3K shares on 2026-03-31. Its highest holding value was $107.2M on 2025-12-31. At its lowest, it held 146.3K shares on 2024-09-30, with a value of $62.9M on 2024-09-30. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 29.5K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 45.0K.

It has also owned 565 contracts of calls, with the market value of the underlying securities totaling $20.9M on 2026-03-31. At its peak, it held 565 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $20.9M on 2026-03-31. At its lowest, it held 565 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $20.9M on 2026-03-31.

It has also owned 7 contracts of puts, with the market value of the underlying securities totaling $259.1K on 2026-03-31. At its peak, it held 7 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $259.1K on 2026-03-31. At its lowest, it held 7 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $259.1K on 2026-03-31.