Circle Wealth Management, LLC's ownership history for MSFT

Circle Wealth Management, LLC currently holds 110.2K shares with a market value of $40.8M. It started holding MSFT on 2024-09-30. At its peak, it held 110.2K shares on 2026-03-31. Its highest holding value was $55.9M on 2025-09-30. At its lowest, it held 101.6K shares on 2025-03-31, with a value of $38.1M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 2.4K. In the recent year, Circle Wealth Management, LLC has increased its shares by 8.6K.