Compass Wealth Management’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 | $6.92M | Sell |
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|
2025
Q1 | $5.33M | Buy |
|
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|
2024
Q4 | $5.57M | Sell |
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|
2024
Q3 | $5.76M | Buy |
|
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|
2024
Q2 | $5.9M | Buy |
|
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|
2024
Q1 | $5.13M | Buy |
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|
2023
Q4 | $4.41M | Sell |
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|
2023
Q3 | $3.78M | Sell |
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|
2023
Q2 | $4.17M | Buy |
|
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $2.78M | Buy |
|