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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Sell |
|
|||||
|
2025
Q2 | $510K | Buy |
|
|||||
|
2025
Q1 | $208K | Buy |
|
|||||
|
2024
Q4 | $234K | Buy |
|
|||||
|
2024
Q3 | $248K | Buy |
|
|||||
|
2024
Q2 | $142K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $5.98K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $617K | Sell |
|
|||||
|
2022
Q2 | $569K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $1.06M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $316K | Sell |
|
|||||
|
2019
Q3 | $333K | Sell |
|
|||||
|
2019
Q2 | $343K | Sell |
|
|||||
|
2019
Q1 | $363K | Sell |
|
|||||
|
2018
Q4 | $323K | Buy |
|
|||||
|
2018
Q3 | $468K | Sell |
|
|||||
|
2018
Q2 | $827K | Buy |
|
|||||
|
2018
Q1 | $403K | Sell |
|
|||||
|
2017
Q4 | $488K | Buy |
|
|||||
|
2017
Q3 | $415K | Buy |
|
|||||
|
2017
Q2 | $402K | Buy |
|
|||||
|
2017
Q1 | $416K | Sell |
|
|||||
|
2016
Q4 | $483K | Sell |
|
|||||
|
2016
Q3 | $552K | Buy |
|
|||||
|
2016
Q2 | $550K | Sell |
|
|||||
|
2016
Q1 | $704K | Buy |
|
|||||
|
2015
Q4 | $747K | Sell |
|
|||||
|
2015
Q3 | $795K | Buy |
|
|||||
|
2015
Q2 | $833K | Buy |
|
|||||
|
2015
Q1 | $936K | Hold |
|
|||||
|
2014
Q4 | $872K | Sell |
|
|||||
|
2014
Q3 | $849K | Hold |
|
|||||
|
2014
Q2 | $964K | Buy |
|
|||||
|
2014
Q1 | $823K | Buy |
|
|||||
|
2013
Q4 | $120K | Hold |
|
|||||
|
2013
Q3 | $115K | Buy |
|
|||||
|
2013
Q2 | $110K | Buy |
|