Colonial Trust Advisors’s Compass Pathways CMPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6K | Hold |
2,000
| – | – | ﹤0.01% | 575 |
|
|
2025
Q1 | $5.72K | Hold |
2,000
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $7.56K | Buy |
2,000
+500
| +33% | +$1.89K | ﹤0.01% | 520 |
|
|
2024
Q3 | $9.45K | Sell |
1,500
-10
| -0.7% | -$63 | ﹤0.01% | 545 |
|
|
2024
Q2 | $9.12K | Hold |
1,510
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $12.6K | Hold |
1,510
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $13.2K | Hold |
1,510
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $11.2K | Buy |
1,510
+200
| +15% | +$1.48K | ﹤0.01% | 497 |
|
|
2023
Q2 | $10.8K | Hold |
1,310
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $13K | Hold |
1,310
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $10.5K | Buy |
+1,310
| New | +$10.5K | ﹤0.01% | 510 |
|