Balance Wealth, LLC's ownership history for MSFT

Balance Wealth, LLC currently holds 8.2K shares with a market value of $3.9M. It started holding MSFT on 2025-03-31. At its peak, it held 8.2K shares on 2025-12-31. Its highest holding value was $3.9M on 2025-12-31. At its lowest, it held 7.2K shares on 2025-03-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 919.