Compass Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $492K | Sell |
|
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|
2024
Q2 | $611K | Sell |
|
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|
2024
Q1 | $581K | Sell |
|
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $497K | Sell |
|
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $323K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $650K | Buy |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $629K | Buy |
|