Level Wealth Management LLC's ownership history for MSFT

Level Wealth Management LLC currently holds 5.5K shares with a market value of $2.6M. It started holding MSFT on 2024-12-31. At its peak, it held 5.8K shares on 2025-03-31. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 5.5K shares on 2025-12-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 235. In the recent year, Level Wealth Management LLC has decreased its shares by 280.