SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for MSFT

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 11.6K shares with a market value of $4.3M. It started holding MSFT on 2024-09-30. At its peak, it held 11.6K shares on 2026-03-31. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 7.4K shares on 2024-09-30, with a value of $3.2M on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 636. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 2.3K.