CWM
F icon

Compass Wealth Management’s Ford F Stock Holding History

Compass Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-250
Closed -$2.51K – 228
2025
Q1 		$2.51K Hold
250
– – ﹤0.01% 397
2024
Q4 		$2.48K Hold
250
– – ﹤0.01% 375
2024
Q3 		$2.64K Hold
250
– – ﹤0.01% 379
2024
Q2 		$3.13K Hold
250
– – ﹤0.01% 382
2024
Q1 		$3.32K Hold
250
– – ﹤0.01% 370
2023
Q4 		$3.05K Hold
250
– – ﹤0.01% 365
2023
Q3 		$3.1K Sell
250
-250
-50% -$3.25K ﹤0.01% 376
2023
Q2 		$7.57K Hold
500
– – ﹤0.01% 368
2023
Q1 		$6.3K Hold
500
– – ﹤0.01% 376
2022
Q4 		$5.82K Buy
+500
New +$6.42K ﹤0.01% 377

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Geode Capital Management
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Morgan Stanley
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return