Summit Financial Strategies, Inc.'s ownership history for MSFT

Summit Financial Strategies, Inc. currently holds 21.4K shares with a market value of $11.1M. It started holding MSFT on 2024-09-30. At its peak, it held 25.1K shares on 2024-09-30. Its highest holding value was $11.1M on 2025-09-30. At its lowest, it held 21.4K shares on 2025-06-30, with a value of $8.2M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 276. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 3.7K.