Opes Wealth Management LLC's ownership history for MSFT


Opes Wealth Management LLC currently holds 10.5K shares with a market value of $5.1M. It started holding MSFT on 2024-09-30. At its peak, it held 11.6K shares on 2025-03-31. Its highest holding value was $5.9M on 2025-09-30. At its lowest, it held 8.6K shares on 2024-09-30, with a value of $3.7M on 2024-09-30. In the recent 180 days, Opes Wealth Management LLC has decreased its shares by 739. In the recent year, Opes Wealth Management LLC has decreased its shares by 942.

It has also owned 18 contracts of puts, with the market value of the underlying securities totaling $870.5K on 2025-12-31. At its peak, it held 18 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $870.5K on 2025-12-31. At its lowest, it held 18 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $870.5K on 2025-12-31.


Opes Wealth Management LLC's ownership history for MSFT
Opes Wealth Management LLC's ownership history for MSFT Put Options