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Compass Planning Associates’s Microsoft MSFT Stock Holding History

Compass Planning Associates’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$958K Buy
1,925
+3
+0.2% +$1.49K 0.88% 15
2025
Q1 		$722K Buy
1,922
+3
+0.2% +$1.13K 0.73% 16
2024
Q4 		$809K Buy
+1,919
New +$809K 0.82% 12