Bard Financial Services’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 | – | Sell |
-89,700
| Closed | -$833K | – | 206 |
|
|
2025
Q1 | $833K | Sell |
89,700
-99,915
| -53% | -$928K | 0.1% | 125 |
|
|
2024
Q4 | $2.13M | Buy |
189,615
+2,250
| +1% | +$25.3K | 0.26% | 84 |
|
|
2024
Q3 | $2.25M | Buy |
187,365
+24,615
| +15% | +$296K | 0.27% | 79 |
|
|
2024
Q2 | $1.68M | Sell |
162,750
-29,740
| -15% | -$307K | 0.17% | 96 |
|
|
2024
Q1 | $3.03M | Buy |
192,490
+31,290
| +19% | +$493K | 0.32% | 73 |
|
|
2023
Q4 | $4.08M | Buy |
161,200
+7,925
| +5% | +$201K | 0.46% | 55 |
|
|
2023
Q3 | $4.28M | Buy |
153,275
+16,360
| +12% | +$457K | 0.53% | 51 |
|
|
2023
Q2 | $4.66M | Buy |
136,915
+19,120
| +16% | +$650K | 0.35% | 70 |
|
|
2023
Q1 | $4.04M | Buy |
117,795
+7,395
| +7% | +$254K | 0.32% | 77 |
|
|
2022
Q4 | $4.53M | Buy |
110,400
+6,730
| +6% | +$276K | 0.38% | 66 |
|
|
2022
Q3 | $3.99M | Buy |
103,670
+7,925
| +8% | +$305K | 0.37% | 65 |
|
|
2022
Q2 | $3.39M | Buy |
95,745
+6,300
| +7% | +$223K | 0.31% | 80 |
|
|
2022
Q1 | $5.62M | Buy |
89,445
+9,375
| +12% | +$589K | 0.46% | 55 |
|
|
2021
Q4 | $4.09M | Buy |
80,070
+1,350
| +2% | +$69K | 0.33% | 74 |
|
|
2021
Q3 | $5.07M | Buy |
78,720
+5,950
| +8% | +$383K | 0.45% | 63 |
|
|
2021
Q2 | $4.31M | Sell |
72,770
-50
| -0.1% | -$2.96K | 0.38% | 70 |
|
|
2021
Q1 | $4.57M | Buy |
72,820
+2,000
| +3% | +$125K | 0.44% | 59 |
|
|
2020
Q4 | $4.37M | Buy |
+70,820
| New | +$4.37M | 0.44% | 58 |
|