Carson Wealth (CWM LLC)’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
1,363
+664
| +95% | +$13.2K | ﹤0.01% | 3704 |
|
|
2025
Q1 | $6K | Buy |
699
+17
| +2% | +$146 | ﹤0.01% | 4339 |
|
|
2024
Q4 | $8K | Sell |
682
-268
| -28% | -$3.14K | ﹤0.01% | 3976 |
|
|
2024
Q3 | $11K | Sell |
950
-2,071
| -69% | -$24K | ﹤0.01% | 3719 |
|
|
2024
Q2 | $31K | Buy |
3,021
+127
| +4% | +$1.3K | ﹤0.01% | 2802 |
|
|
2024
Q1 | $46K | Buy |
2,894
+1,507
| +109% | +$24K | ﹤0.01% | 2335 |
|
|
2023
Q4 | $35K | Buy |
1,387
+68
| +5% | +$1.72K | ﹤0.01% | 2386 |
|
|
2023
Q3 | $37K | Buy |
1,319
+77
| +6% | +$2.16K | ﹤0.01% | 2260 |
|
|
2023
Q2 | $42K | Buy |
1,242
+97
| +8% | +$3.28K | ﹤0.01% | 2100 |
|
|
2023
Q1 | $39K | Buy |
1,145
+612
| +115% | +$20.8K | ﹤0.01% | 2038 |
|
|
2022
Q4 | $22K | Buy |
533
+25
| +5% | +$1.03K | ﹤0.01% | 2282 |
|
|
2022
Q3 | $20K | Buy |
508
+62
| +14% | +$2.44K | ﹤0.01% | 2207 |
|
|
2022
Q2 | $16K | Buy |
446
+46
| +12% | +$1.65K | ﹤0.01% | 2254 |
|
|
2022
Q1 | $25K | Sell |
400
-9
| -2% | -$563 | ﹤0.01% | 1937 |
|
|
2021
Q4 | $21K | Buy |
+409
| New | +$21K | ﹤0.01% | 1959 |
|
|
2021
Q2 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2021
Q1 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q4 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q3 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q2 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q1 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q4 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q3 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q2 | $38K | Hold |
633
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q1 | $38K | Sell |
633
-1,897
| -75% | -$114K | ﹤0.01% | 1507 |
|
|
2018
Q4 | $105K | Sell |
2,530
-10
| -0.4% | -$415 | ﹤0.01% | 719 |
|
|
2018
Q3 | $171K | Buy |
2,540
+399
| +19% | +$26.9K | ﹤0.01% | 536 |
|
|
2018
Q2 | $141K | Buy |
+2,141
| New | +$141K | ﹤0.01% | 471 |
|
|
2017
Q4 | – | Sell |
-78
| Closed | -$5K | – | 1467 |
|
|
2017
Q3 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 1067 |
|
|
2016
Q4 | – | Sell |
-114
| Closed | -$8K | – | 1105 |
|
|
2016
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 736 |
|