Total Wealth Planning & Management, Inc.'s ownership history for MSFT

Total Wealth Planning & Management, Inc. currently holds 6.4K shares with a market value of $3.1M. It started holding MSFT on 2024-12-31. At its peak, it held 6.6K shares on 2024-12-31. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 6.4K shares on 2025-12-31, with a value of $2.5M on 2025-03-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has decreased its shares by 158.

It has also owned 19 contracts of puts, with the market value of the underlying securities totaling $918.9K on 2024-12-31. At its peak, it held 19 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $918.9K on 2025-12-31. At its lowest, it held 18 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $713.2K on 2025-03-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has increased its holdings by 1 contracts.