CWM
Compass Wealth Management’s Pinterest PINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
134,240
-18,000
| -12% | -$645K | 1.15% | 32 |
|
|
2025
Q1 | $4.72M | Sell |
152,240
-9,150
| -6% | -$284K | 1.2% | 30 |
|
|
2024
Q4 | $4.68M | Buy |
161,390
+250
| +0.2% | +$7.25K | 1.13% | 28 |
|
|
2024
Q3 | $5.22M | Buy |
161,140
+14,225
| +10% | +$460K | 1.23% | 29 |
|
|
2024
Q2 | $6.47M | Sell |
146,915
-1,060
| -0.7% | -$46.7K | 1.6% | 12 |
|
|
2024
Q1 | $5.13M | Buy |
147,975
+35,775
| +32% | +$1.24M | 1.28% | 24 |
|
|
2023
Q4 | $4.16M | Buy |
112,200
+6,450
| +6% | +$239K | 1.16% | 28 |
|
|
2023
Q3 | $2.86M | Buy |
105,750
+104,750
| +10,475% | +$2.83M | 0.9% | 38 |
|
|
2023
Q2 | $27.3K | Buy |
+1,000
| New | +$27.3K | 0.01% | 298 |
|