Carson Wealth (CWM LLC)’s Compass Pathways CMPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Buy |
13,125
+2,270
| +21% | +$6.4K | ﹤0.01% | 3492 |
|
|
2025
Q1 | $31K | Hold |
10,855
| – | – | ﹤0.01% | 3354 |
|
|
2024
Q4 | $41K | Buy |
10,855
+10,000
| +1,170% | +$37.8K | ﹤0.01% | 2939 |
|
|
2024
Q3 | $5K | Hold |
855
| – | – | ﹤0.01% | 4075 |
|
|
2024
Q2 | $5K | Hold |
855
| – | – | ﹤0.01% | 3846 |
|
|
2024
Q1 | $7K | Hold |
855
| – | – | ﹤0.01% | 3492 |
|
|
2023
Q4 | $7K | Buy |
855
+375
| +78% | +$3.07K | ﹤0.01% | 3327 |
|
|
2023
Q3 | $4K | Sell |
480
-1,720
| -78% | -$14.3K | ﹤0.01% | 3535 |
|
|
2023
Q2 | $18K | Buy |
2,200
+1,200
| +120% | +$9.82K | ﹤0.01% | 2701 |
|
|
2023
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2931 |
|
|
2022
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 2909 |
|
|
2022
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2610 |
|
|
2022
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2509 |
|
|
2022
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2317 |
|
|
2021
Q4 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 1933 |
|
|
2021
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2021
Q1 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q1 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q1 | $38K | Buy |
+1,000
| New | +$38K | ﹤0.01% | 1508 |
|