Summit Wealth Partners, LLC's ownership history for MSFT

Summit Wealth Partners, LLC currently holds 6.8K shares with a market value of $3.5M. It started holding MSFT on 2024-09-30. At its peak, it held 6.8K shares on 2025-03-31. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $2.5M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 24. In the recent year, Summit Wealth Partners, LLC has increased its shares by 797.