Shared Vision Wealth Group LLC's ownership history for MSFT

Shared Vision Wealth Group LLC currently holds 1.5K shares with a market value of $716.9K. It started holding MSFT on 2024-09-30. At its peak, it held 1.7K shares on 2024-09-30. Its highest holding value was $869.7K on 2025-06-30. At its lowest, it held 1.5K shares on 2025-12-31, with a value of $611.1K on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 105. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 110.