Compass Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
1,470
+72
| +5% | +$35.8K | 0.23% | 47 |
|
|
2025
Q1 | $525K | Buy |
1,398
+254
| +22% | +$95.3K | 0.18% | 54 |
|
|
2024
Q4 | $482K | Hold |
1,144
| – | – | 0.17% | 54 |
|
|
2024
Q3 | $492K | Sell |
1,144
-223
| -16% | -$95.9K | 0.19% | 51 |
|
|
2024
Q2 | $611K | Sell |
1,367
-15
| -1% | -$6.7K | 0.27% | 46 |
|
|
2024
Q1 | $581K | Sell |
1,382
-154
| -10% | -$64.8K | 0.26% | 48 |
|
|
2023
Q4 | $578K | Sell |
1,536
-38
| -2% | -$14.3K | 0.28% | 44 |
|
|
2023
Q3 | $497K | Sell |
1,574
-153
| -9% | -$48.3K | 0.26% | 48 |
|
|
2023
Q2 | $588K | Buy |
1,727
+607
| +54% | +$207K | 0.31% | 41 |
|
|
2023
Q1 | $323K | Buy |
+1,120
| New | +$323K | 0.19% | 54 |
|
|
2021
Q3 | – | Sell |
-2,401
| Closed | -$650K | – | 54 |
|
|
2021
Q2 | $650K | Buy |
2,401
+5
| +0.2% | +$1.35K | 0.4% | 30 |
|
|
2021
Q1 | $565K | Sell |
2,396
-433
| -15% | -$102K | 0.38% | 30 |
|
|
2020
Q4 | $629K | Buy |
+2,829
| New | +$629K | 0.48% | 27 |
|