Corient Private Wealth
COMP icon

Corient Private Wealth’s Compass COMP Stock Holding History

Corient Private Wealth’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Sell
19,890
-3,892
-16% -$40.9K ﹤0.01% 2624
2025
Q4 		$252K Buy
+23,782
New +$217K ﹤0.01% 2543
2023
Q2 		– Sell
-24,119
Closed -$77.1K – 2092
2023
Q1 		$77.1K Buy
24,119
+1,505
+7% +$5.16K ﹤0.01% 1910
2022
Q4 		$52K Buy
+22,614
New +$59.3K ﹤0.01% 1622

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