Compass Wealth Management’s Jacobs Solutions J Stock Holding History

Compass Wealth Management’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.62M	Buy
2025 Q1	$3.29M	Buy
2024 Q4	$3.59M	Buy
2024 Q3	$3.26M	Sell
2024 Q2	$3.66M	Sell
2024 Q1	$4.18M	Buy
2023 Q4	$3.42M	Buy
2023 Q3	$1.2M	Buy