CWM
Compass Wealth Management’s Coty COTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
629,975
+6,650
| +1% | +$30.9K | 0.7% | 58 |
|
|
2025
Q1 | $3.41M | Buy |
623,325
+155,450
| +33% | +$850K | 0.87% | 44 |
|
|
2024
Q4 | $3.26M | Sell |
467,875
-122,850
| -21% | -$855K | 0.78% | 47 |
|
|
2024
Q3 | $5.55M | Buy |
590,725
+65,900
| +13% | +$619K | 1.31% | 26 |
|
|
2024
Q2 | $5.26M | Buy |
524,825
+28,500
| +6% | +$286K | 1.3% | 22 |
|
|
2024
Q1 | $5.94M | Buy |
496,325
+40,550
| +9% | +$485K | 1.49% | 12 |
|
|
2023
Q4 | $5.66M | Buy |
455,775
+29,600
| +7% | +$368K | 1.58% | 13 |
|
|
2023
Q3 | $4.68M | Sell |
426,175
-9,550
| -2% | -$105K | 1.47% | 15 |
|
|
2023
Q2 | $5.36M | Sell |
435,725
-11,050
| -2% | -$136K | 1.62% | 11 |
|
|
2023
Q1 | $5.39M | Sell |
446,775
-9,350
| -2% | -$113K | 1.71% | 9 |
|
|
2022
Q4 | $3.9M | Buy |
+456,125
| New | +$3.9M | 1.28% | 26 |
|