Ballentine Partners’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
18,880
-1,460
-7% -$29.3K 0.01% 587
2025
Q1
$189K Sell
20,340
-1,219
-6% -$11.3K ﹤0.01% 816
2024
Q4
$243K Buy
21,559
+748
+4% +$8.42K ﹤0.01% 700
2024
Q3
$250K Buy
+20,811
New +$250K ﹤0.01% 657