CWM
Compass Wealth Management’s Moog MOG.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
16,383
-300
| -2% | -$54.3K | 0.71% | 56 |
|
|
2025
Q1 | $2.89M | Sell |
16,683
-750
| -4% | -$130K | 0.74% | 55 |
|
|
2024
Q4 | $3.43M | Sell |
17,433
-250
| -1% | -$49.2K | 0.83% | 45 |
|
|
2024
Q3 | $3.57M | Sell |
17,683
-950
| -5% | -$192K | 0.84% | 45 |
|
|
2024
Q2 | $3.12M | Hold |
18,633
| – | – | 0.77% | 47 |
|
|
2024
Q1 | $2.97M | Sell |
18,633
-800
| -4% | -$128K | 0.74% | 50 |
|
|
2023
Q4 | $2.81M | Sell |
19,433
-125
| -0.6% | -$18.1K | 0.79% | 49 |
|
|
2023
Q3 | $2.21M | Hold |
19,558
| – | – | 0.69% | 48 |
|
|
2023
Q2 | $2.12M | Sell |
19,558
-560
| -3% | -$60.7K | 0.64% | 53 |
|
|
2023
Q1 | $2.03M | Hold |
20,118
| – | – | 0.64% | 49 |
|
|
2022
Q4 | $1.77M | Buy |
+20,118
| New | +$1.77M | 0.58% | 60 |
|