Compass Planning Associates Inc's ownership history for MSFT

Compass Planning Associates Inc currently holds 1.5K shares with a market value of $731.0K. It started holding MSFT on 2024-12-31. At its peak, it held 1.9K shares on 2025-09-30. Its highest holding value was $998.4K on 2025-09-30. At its lowest, it held 1.5K shares on 2025-12-31, with a value of $721.6K on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has decreased its shares by 414. In the recent year, Compass Planning Associates Inc has decreased its shares by 408.