Summit Wealth Group, LLC's ownership history for MSFT

Summit Wealth Group, LLC currently holds 7.5K shares with a market value of $2.8M. It started holding MSFT on 2024-09-30. At its peak, it held 7.5K shares on 2026-03-31. Its highest holding value was $3.3M on 2025-09-30. At its lowest, it held 6.4K shares on 2025-09-30, with a value of $2.4K on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 1.0K. In the recent year, Summit Wealth Group, LLC has increased its shares by 969.