ELEVATION POINT WEALTH PARTNERS, LLC's ownership history for MSFT
ELEVATION POINT WEALTH PARTNERS, LLC currently holds 122.9K shares with a market value of $59.4M. It started holding MSFT on 2024-09-30. At its peak, it held 122.9K shares on 2025-12-31. Its highest holding value was $59.4M on 2025-12-31. At its lowest, it held 36.4K shares on 2024-09-30, with a value of $15.6M on 2025-03-31. In the recent 180 days, ELEVATION POINT WEALTH PARTNERS, LLC has increased its shares by 81.1K. In the recent year, ELEVATION POINT WEALTH PARTNERS, LLC has increased its shares by 80.5K.
It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $55.2K on 2024-09-30. At its peak, it held 3 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $55.2K on 2025-06-30. At its lowest, it held 3 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $22.3K on 2025-03-31. In the recent 180 days, ELEVATION POINT WEALTH PARTNERS, LLC has increased its holdings by 0 contracts.