Beta Wealth Group, Inc.'s ownership history for MSFT

Beta Wealth Group, Inc. currently holds 4.7K shares with a market value of $2.3M. It started holding MSFT on 2024-09-30. At its peak, it held 19.6K shares on 2025-03-31. Its highest holding value was $8.0M on 2024-09-30. At its lowest, it held 4.7K shares on 2025-12-31, with a value of $2.3M on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 5.9K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 14.0K.