Creative Planning’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
25,405
+3,061
| +14% | +$61.5K | ﹤0.01% | 2452 |
|
|
2025
Q1 | $208K | Buy |
22,344
+1,525
| +7% | +$14.2K | ﹤0.01% | 3029 |
|
|
2024
Q4 | $234K | Buy |
20,819
+150
| +0.7% | +$1.69K | ﹤0.01% | 2849 |
|
|
2024
Q3 | $248K | Buy |
20,669
+6,964
| +51% | +$83.7K | ﹤0.01% | 2686 |
|
|
2024
Q2 | $142K | Buy |
+13,705
| New | +$142K | ﹤0.01% | 2756 |
|
|
2023
Q4 | – | Sell |
-214
| Closed | -$5.98K | – | 2774 |
|
|
2023
Q3 | $5.98K | Buy |
+214
| New | +$5.98K | ﹤0.01% | 2658 |
|
|
2022
Q4 | – | Sell |
-16,023
| Closed | -$617K | – | 2397 |
|
|
2022
Q3 | $617K | Sell |
16,023
-54
| -0.3% | -$2.08K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $569K | Buy |
+16,077
| New | +$569K | ﹤0.01% | 1244 |
|
|
2021
Q4 | – | Sell |
-16,526
| Closed | -$1.06M | – | 2094 |
|
|
2021
Q3 | $1.06M | Buy |
+16,526
| New | +$1.06M | ﹤0.01% | 916 |
|
|
2020
Q1 | – | Sell |
-5,179
| Closed | -$316K | – | 1763 |
|
|
2019
Q4 | $316K | Sell |
5,179
-716
| -12% | -$43.7K | ﹤0.01% | 1366 |
|
|
2019
Q3 | $333K | Sell |
5,895
-347
| -6% | -$19.6K | ﹤0.01% | 1288 |
|
|
2019
Q2 | $343K | Sell |
6,242
-441
| -7% | -$24.2K | ﹤0.01% | 1282 |
|
|
2019
Q1 | $363K | Sell |
6,683
-1,075
| -14% | -$58.4K | ﹤0.01% | 1210 |
|
|
2018
Q4 | $323K | Buy |
7,758
+789
| +11% | +$32.9K | ﹤0.01% | 1186 |
|
|
2018
Q3 | $468K | Sell |
6,969
-5,606
| -45% | -$376K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $827K | Buy |
12,575
+5,883
| +88% | +$387K | ﹤0.01% | 837 |
|
|
2018
Q1 | $403K | Sell |
6,692
-59
| -0.9% | -$3.55K | ﹤0.01% | 1181 |
|
|
2017
Q4 | $488K | Buy |
6,751
+352
| +6% | +$25.4K | ﹤0.01% | 1075 |
|
|
2017
Q3 | $415K | Buy |
6,399
+248
| +4% | +$16.1K | ﹤0.01% | 1127 |
|
|
2017
Q2 | $402K | Buy |
6,151
+27
| +0.4% | +$1.77K | ﹤0.01% | 1123 |
|
|
2017
Q1 | $416K | Sell |
6,124
-46
| -0.7% | -$3.13K | ﹤0.01% | 1086 |
|
|
2016
Q4 | $483K | Sell |
6,170
-1,323
| -18% | -$104K | ﹤0.01% | 935 |
|
|
2016
Q3 | $552K | Buy |
7,493
+85
| +1% | +$6.26K | ﹤0.01% | 831 |
|
|
2016
Q2 | $550K | Sell |
7,408
-2,532
| -25% | -$188K | ﹤0.01% | 726 |
|
|
2016
Q1 | $704K | Buy |
9,940
+19
| +0.2% | +$1.35K | 0.01% | 616 |
|
|
2015
Q4 | $747K | Sell |
9,921
-228
| -2% | -$17.2K | 0.01% | 599 |
|
|
2015
Q3 | $795K | Buy |
10,149
+9
| +0.1% | +$705 | 0.01% | 554 |
|
|
2015
Q2 | $833K | Buy |
10,140
+100
| +1% | +$8.22K | 0.01% | 519 |
|
|
2015
Q1 | $936K | Hold |
10,040
| – | – | 0.01% | 487 |
|
|
2014
Q4 | $872K | Sell |
10,040
-30
| -0.3% | -$2.61K | 0.01% | 499 |
|
|
2014
Q3 | $849K | Hold |
10,070
| – | – | 0.01% | 458 |
|
|
2014
Q2 | $964K | Buy |
10,070
+100
| +1% | +$9.57K | 0.01% | 397 |
|
|
2014
Q1 | $823K | Buy |
9,970
+8,467
| +563% | +$699K | 0.01% | 432 |
|
|
2013
Q4 | $120K | Hold |
1,503
| – | – | ﹤0.01% | 1098 |
|
|
2013
Q3 | $115K | Buy |
1,503
+200
| +15% | +$15.3K | ﹤0.01% | 1034 |
|
|
2013
Q2 | $110K | Buy |
+1,303
| New | +$110K | ﹤0.01% | 935 |
|