CFGSD
Compass Financial Group (South Dakota)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
803
-4
| -0.5% | -$1.99K | 0.07% | 58 |
|
|
2025
Q1 | $303K | Buy |
807
+137
| +20% | +$51.5K | 0.06% | 72 |
|
|
2024
Q4 | $283K | Hold |
670
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $288K | Buy |
670
+78
| +13% | +$33.6K | 0.06% | 73 |
|
|
2024
Q2 | $265K | Buy |
592
+17
| +3% | +$7.6K | 0.06% | 74 |
|
|
2024
Q1 | $242K | Buy |
575
+36
| +7% | +$15.1K | 0.06% | 79 |
|
|
2023
Q4 | $203K | Buy |
+539
| New | +$203K | 0.05% | 86 |
|