Compass Financial Group (Florida)’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 | $887K | Hold |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $752K | Hold |
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $742K | Buy |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $239K | Buy |
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