Cresset Asset Management’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2025
Q2
$349K Sell
2025
Q1
$527K Buy
2024
Q4
$349K Sell
2024
Q3
$436K Buy
2024
Q2
$254K Sell
2024
Q1
$309K Sell
2023
Q4
$605K Buy
2023
Q3
$327K Sell
2023
Q2
$676K Buy
2023
Q1
$470K Sell
2022
Q4
$632K Sell
2022
Q3
$1M Sell
2022
Q2
$1.7M Sell
2022
Q1
$3.83M Sell
2021
Q4
$5.16M Buy