Brighton Jones LLC’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.93M Sell
626,584
-3,051
-0.5% -$19.2K 0.11% 117
2025
Q1
$5.5M Sell
629,635
-309,685
-33% -$2.7M 0.18% 77
2024
Q4
$5.5M Sell
939,320
-260
-0% -$1.52K 0.16% 80
2024
Q3
$5.74M Buy
939,580
+260
+0% +$1.59K 0.22% 59
2024
Q2
$3.38M Hold
939,320
0.11% 97
2024
Q1
$3.38M Buy
+939,320
New +$3.38M 0.12% 95