Compound Planning, Inc.'s ownership history for MSFT


Compound Planning, Inc. currently holds 112.6K shares with a market value of $58.3M. It started holding MSFT on 2024-09-30. At its peak, it held 112.6K shares on 2025-09-30. Its highest holding value was $58.3M on 2025-09-30. At its lowest, it held 62.5K shares on 2024-09-30, with a value of $26.9M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 28.5K. In the recent year, Compound Planning, Inc. has increased its shares by 50.1K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $51.8K on 2025-03-31. At its peak, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $51.8K on 2025-09-30. At its lowest, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $37.5K on 2025-03-31. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.


Compound Planning, Inc.'s ownership history for MSFT
Compound Planning, Inc.'s ownership history for MSFT Put Options