CWM
CarsonAllaria Wealth Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
10,307
-1,287
| -11% | -$25.9K | 0.11% | 63 |
|
|
2025
Q1 | $108K | Buy |
11,594
+143
| +1% | +$1.33K | 0.06% | 100 |
|
|
2024
Q4 | $129K | Sell |
11,451
-359
| -3% | -$4.04K | 0.07% | 85 |
|
|
2024
Q3 | $142K | Buy |
11,810
+7,151
| +153% | +$86K | 0.08% | 83 |
|
|
2024
Q2 | $48.1K | Buy |
4,659
+966
| +26% | +$9.98K | 0.03% | 126 |
|
|
2024
Q1 | $58.1K | Sell |
3,693
-542
| -13% | -$8.53K | 0.04% | 126 |
|
|
2023
Q4 | $107K | Buy |
4,235
+484
| +13% | +$12.3K | 0.08% | 85 |
|
|
2023
Q3 | $105K | Sell |
3,751
-167
| -4% | -$4.67K | 0.09% | 86 |
|
|
2023
Q2 | $133K | Buy |
3,918
+6
| +0.2% | +$204 | 0.1% | 82 |
|
|
2023
Q1 | $134K | Sell |
3,912
-6
| -0.2% | -$206 | 0.11% | 78 |
|
|
2022
Q4 | $161K | Buy |
3,918
+8
| +0.2% | +$329 | 0.14% | 70 |
|
|
2022
Q3 | $151K | Buy |
3,910
+12
| +0.3% | +$463 | 0.14% | 75 |
|
|
2022
Q2 | $138K | Buy |
3,898
+14
| +0.4% | +$496 | 0.13% | 80 |
|
|
2022
Q1 | $244K | Buy |
3,884
+16
| +0.4% | +$1.01K | 0.22% | 57 |
|
|
2021
Q4 | $198K | Buy |
+3,868
| New | +$198K | 0.18% | 66 |
|