Compass Wealth Management’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$785K Hold
2025
Q2
$739K Hold
2025
Q1
$575K Sell
2024
Q4
$638K Hold
2024
Q3
$561K Sell
2024
Q2
$561K Sell
2024
Q1
$605K Sell
2023
Q4
$629K Sell
2023
Q3
$530K Sell
2023
Q2
$686K Sell
2023
Q1
$998K Sell
2022
Q4
$1.18M Buy