Compass Financial Services Inc MSFT Holdings History
Number of Shares
1,949.00
Current Holdings Value*
$731,650.00
% of Portfolio
0.38%
Total Estimate Gain
$160,483.17
% of Total Estimate Gain
19.77%
Compass Financial Services Inc's Microsoft Corp Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 1,949.00 shares of Microsoft Corp(MSFT), totaling $731,650.00. This investment constitutes 0.38% of their stock portfolio, and Compass Financial Services Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of MSFT, at an average price of $416.50, for a total of 1,949.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Compass Financial Services Inc's estimated gain on his MSFT holdings is $160,483.17, reflecting a 19.77% gain to date.
Compass Financial Services Inc MSFT ($498.84) Holding Chart
Compass Financial Services Inc MSFT ($498.84) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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