Welch Financial Planning, LLC's ownership history for MSFT


Welch Financial Planning, LLC currently holds 1.9K shares with a market value of $699.4K. It started holding MSFT on 2025-12-31. At its peak, it held 2.2K shares on 2026-03-31. Its highest holding value was $973.5K on 2025-12-31. At its lowest, it held 1.9K shares on 2026-06-30, with a value of $699.4K on 2026-06-30. In the recent 180 days, Welch Financial Planning, LLC has decreased its shares by 138.


Welch Financial Planning, LLC's ownership history for MSFT