Lutz Financial Services LLC's ownership history for MSFT

Lutz Financial Services LLC currently holds 3.0K shares with a market value of $1.5M. It started holding MSFT on 2024-09-30. At its peak, it held 3.2K shares on 2025-06-30. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 3.0K shares on 2025-12-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 148. In the recent year, Lutz Financial Services LLC has decreased its shares by 27.