Creative Planning’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $846K | Buy |
36,220
+6,669
| +23% | +$157K | ﹤0.01% | 2592 |
|
|
2025
Q4 | $580K | Buy |
29,551
+4,685
| +19% | +$86.7K | ﹤0.01% | 2707 |
|
|
2025
Q3 | $477K | Sell |
24,866
-539
| -2% | -$10.7K | ﹤0.01% | 2767 |
|
|
2025
Q2 | $510K | Buy |
25,405
+3,061
| +14% | +$49.5K | ﹤0.01% | 2459 |
|
|
2025
Q1 | $208K | Buy |
22,344
+1,525
| +7% | +$17.4K | ﹤0.01% | 3038 |
|
|
2024
Q4 | $234K | Buy |
20,819
+150
| +0.7% | +$1.96K | ﹤0.01% | 2858 |
|
|
2024
Q3 | $248K | Buy |
20,669
+6,964
| +51% | +$73.8K | ﹤0.01% | 2686 |
|
|
2024
Q2 | $142K | Buy |
+13,705
| New | +$177K | ﹤0.01% | 2770 |
|
|
2023
Q4 | – | Sell |
-214
| Closed | -$5.98K | – | 2816 |
|
|
2023
Q3 | $5.98K | Buy |
+214
| New | +$6.88K | ﹤0.01% | 2698 |
|
|
2022
Q4 | – | Sell |
-16,023
| Closed | -$617K | – | 2507 |
|
|
2022
Q3 | $617K | Sell |
16,023
-54
| -0.3% | -$2.06K | ﹤0.01% | 1196 |
|
|
2022
Q2 | $569K | Buy |
+16,077
| New | +$796K | ﹤0.01% | 1249 |
|
|
2021
Q4 | – | Sell |
-16,526
| Closed | -$1.06M | – | 2109 |
|
|
2021
Q3 | $1.06M | Buy |
+16,526
| New | +$1.09M | ﹤0.01% | 916 |
|
|
2020
Q1 | – | Sell |
-5,179
| Closed | -$316K | – | 1902 |
|
|
2019
Q4 | $316K | Sell |
5,179
-716
| -12% | -$40.6K | ﹤0.01% | 1375 |
|
|
2019
Q3 | $333K | Sell |
5,895
-347
| -6% | -$18.6K | ﹤0.01% | 1296 |
|
|
2019
Q2 | $343K | Sell |
6,242
-441
| -7% | -$24.4K | ﹤0.01% | 1289 |
|
|
2019
Q1 | $363K | Sell |
6,683
-1,075
| -14% | -$54.4K | ﹤0.01% | 1219 |
|
|
2018
Q4 | $323K | Buy |
7,758
+789
| +11% | +$41.5K | ﹤0.01% | 1193 |
|
|
2018
Q3 | $468K | Sell |
6,969
-5,606
| -45% | -$366K | ﹤0.01% | 1112 |
|
|
2018
Q2 | $827K | Buy |
12,575
+5,883
| +88% | +$392K | ﹤0.01% | 844 |
|
|
2018
Q1 | $403K | Sell |
6,692
-59
| -0.9% | -$3.96K | ﹤0.01% | 1192 |
|
|
2017
Q4 | $488K | Buy |
6,751
+352
| +6% | +$23.7K | ﹤0.01% | 1083 |
|
|
2017
Q3 | $415K | Buy |
6,399
+248
| +4% | +$16.6K | ﹤0.01% | 1135 |
|
|
2017
Q2 | $402K | Buy |
6,151
+27
| +0.4% | +$1.8K | ﹤0.01% | 1133 |
|
|
2017
Q1 | $416K | Sell |
6,124
-46
| -0.7% | -$3.5K | ﹤0.01% | 1093 |
|
|
2016
Q4 | $483K | Sell |
6,170
-1,323
| -18% | -$101K | ﹤0.01% | 940 |
|
|
2016
Q3 | $552K | Buy |
7,493
+85
| +1% | +$6.16K | ﹤0.01% | 835 |
|
|
2016
Q2 | $550K | Sell |
7,408
-2,532
| -25% | -$192K | ﹤0.01% | 728 |
|
|
2016
Q1 | $704K | Buy |
9,940
+19
| +0.2% | +$1.36K | 0.01% | 617 |
|
|
2015
Q4 | $747K | Sell |
9,921
-228
| -2% | -$18.6K | 0.01% | 601 |
|
|
2015
Q3 | $795K | Buy |
10,149
+9
| +0.1% | +$739 | 0.01% | 555 |
|
|
2015
Q2 | $833K | Buy |
10,140
+100
| +1% | +$8.81K | 0.01% | 521 |
|
|
2015
Q1 | $936K | Hold |
10,040
| – | – | 0.01% | 488 |
|
|
2014
Q4 | $872K | Sell |
10,040
-30
| -0.3% | -$2.57K | 0.01% | 500 |
|
|
2014
Q3 | $849K | Hold |
10,070
| – | – | 0.01% | 459 |
|
|
2014
Q2 | $964K | Buy |
10,070
+100
| +1% | +$9.02K | 0.01% | 398 |
|
|
2014
Q1 | $823K | Buy |
9,970
+8,467
| +563% | +$700K | 0.01% | 432 |
|
|
2013
Q4 | $120K | Hold |
1,503
| – | – | ﹤0.01% | 1098 |
|
|
2013
Q3 | $115K | Buy |
1,503
+200
| +15% | +$15.9K | ﹤0.01% | 1034 |
|
|
2013
Q2 | $110K | Buy |
+1,303
| New | +$110K | ﹤0.01% | 935 |
|
Other funds holding CMP
KI
SCP
VCM
EMCIP
ECM
ICM
GCM