Creative Planning’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
31,014
-13,302
| -30% | -$83.5K | ﹤0.01% | 3223 |
|
|
2025
Q1 | $387K | Buy |
44,316
+20,686
| +88% | +$181K | ﹤0.01% | 2525 |
|
|
2024
Q4 | $138K | Buy |
23,630
+8,060
| +52% | +$47.2K | ﹤0.01% | 3075 |
|
|
2024
Q3 | $95.1K | Buy |
15,570
+3,219
| +26% | +$19.7K | ﹤0.01% | 3025 |
|
|
2024
Q2 | $44.5K | Buy |
+12,351
| New | +$44.5K | ﹤0.01% | 2914 |
|
|
2023
Q4 | – | Sell |
-4,578
| Closed | -$13.3K | – | 2779 |
|
|
2023
Q3 | $13.3K | Buy |
+4,578
| New | +$13.3K | ﹤0.01% | 2592 |
|