XML Financial, LLC's ownership history for MSFT

XML Financial, LLC currently holds 55.2K shares with a market value of $26.7M. It started holding MSFT on 2024-12-31. At its peak, it held 61.1K shares on 2025-06-30. Its highest holding value was $31.3M on 2025-09-30. At its lowest, it held 55.2K shares on 2025-12-31, with a value of $22.9M on 2025-03-31. In the recent 180 days, XML Financial, LLC has decreased its shares by 5.9K. In the recent year, XML Financial, LLC has decreased its shares by 5.7K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $199.0K on 2025-03-31. At its peak, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $199.0K on 2025-06-30. At its lowest, it held 3 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $112.6K on 2025-03-31.