True Wealth Design, LLC's ownership history for MSFT


True Wealth Design, LLC currently holds 1.3K shares with a market value of $647.0K. It started holding MSFT on 2024-12-31. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $777.3K on 2025-09-30. At its lowest, it held 629 shares on 2024-12-31, with a value of $265.0K on 2024-12-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 229. In the recent year, True Wealth Design, LLC has increased its shares by 709.


True Wealth Design, LLC's ownership history for MSFT