Compass Wealth Management LLC's ownership history for MSFT

Compass Wealth Management LLC currently holds 13.2K shares with a market value of $6.9M. It started holding MSFT on 2024-09-30. At its peak, it held 14.2K shares on 2025-03-31. Its highest holding value was $6.9M on 2025-06-30. At its lowest, it held 13.2K shares on 2024-12-31, with a value of $5.3M on 2025-03-31. In the recent 180 days, Compass Wealth Management LLC has decreased its shares by 970. In the recent year, Compass Wealth Management LLC has decreased its shares by 154.