Envestnet Asset Management’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
$1.13M Buy
56,085
+6,894
+14% +$139K ﹤0.01% 3216
2025
Q1
$457K Buy
49,191
+1,535
+3% +$14.3K ﹤0.01% 3683
2024
Q4
$536K Sell
47,656
-1,925
-4% -$21.7K ﹤0.01% 3551
2024
Q3
$596K Buy
49,581
+3,907
+9% +$47K ﹤0.01% 3447
2024
Q2
$472K Sell
45,674
-1,613
-3% -$16.7K ﹤0.01% 3492
2024
Q1
$744K Sell
47,287
-72,029
-60% -$1.13M ﹤0.01% 3214
2023
Q4
$3.02M Buy
119,316
+1,921
+2% +$48.6K ﹤0.01% 2213
2023
Q3
$3.28M Sell
117,395
-114,839
-49% -$3.21M ﹤0.01% 2085
2023
Q2
$7.9M Buy
232,234
+33,729
+17% +$1.15M ﹤0.01% 1434
2023
Q1
$6.81M Buy
198,505
+29,798
+18% +$1.02M ﹤0.01% 1483
2022
Q4
$6.92M Buy
168,707
+153
+0.1% +$6.27K ﹤0.01% 1411
2022
Q3
$6.49M Buy
168,554
+20,462
+14% +$788K ﹤0.01% 1381
2022
Q2
$5.24M Buy
148,092
+34,033
+30% +$1.2M ﹤0.01% 1500
2022
Q1
$7.16M Buy
114,059
+15,847
+16% +$995K ﹤0.01% 1405
2021
Q4
$5.02M Buy
98,212
+7,094
+8% +$362K ﹤0.01% 1603
2021
Q3
$5.87M Buy
91,118
+15,233
+20% +$981K ﹤0.01% 1429
2021
Q2
$4.5M Buy
75,885
+29,319
+63% +$1.74M ﹤0.01% 1588
2021
Q1
$2.92M Buy
46,566
+4,741
+11% +$297K ﹤0.01% 1722
2020
Q4
$2.58M Buy
41,825
+1,965
+5% +$121K ﹤0.01% 1614
2020
Q3
$2.37M Buy
39,860
+3,770
+10% +$224K ﹤0.01% 1522
2020
Q2
$1.76M Sell
36,090
-2,047
-5% -$99.8K ﹤0.01% 1648
2020
Q1
$1.47M Buy
38,137
+3,717
+11% +$143K ﹤0.01% 1579
2019
Q4
$2.1M Sell
34,420
-1,402
-4% -$85.5K ﹤0.01% 1582
2019
Q3
$2.02M Buy
35,822
+4,904
+16% +$277K ﹤0.01% 1533
2019
Q2
$1.7M Buy
30,918
+3,662
+13% +$201K ﹤0.01% 1648
2019
Q1
$1.48M Buy
27,256
+9,006
+49% +$490K ﹤0.01% 1640
2018
Q4
$761K Buy
+18,250
New +$761K ﹤0.01% 1912
2018
Q3
Sell
-2,663
Closed -$175K 1489
2018
Q2
$175K Sell
2,663
-585
-18% -$38.4K ﹤0.01% 1733
2018
Q1
$199K Buy
3,248
+730
+29% +$44.7K ﹤0.01% 1587
2017
Q4
$182K Sell
2,518
-6,053
-71% -$438K ﹤0.01% 1885
2017
Q3
$557K Sell
8,571
-8,078
-49% -$525K ﹤0.01% 1412
2017
Q2
$1.09M Buy
16,649
+119
+0.7% +$7.76K ﹤0.01% 1152
2017
Q1
$1.12M Sell
16,530
-2,309
-12% -$157K ﹤0.01% 1168
2016
Q4
$1.48M Buy
18,839
+1,363
+8% +$107K 0.01% 1045
2016
Q3
$1.29M Sell
17,476
-6,433
-27% -$474K 0.01% 1133
2016
Q2
$1.77M Buy
23,909
+690
+3% +$51.2K 0.01% 1080
2016
Q1
$1.65M Buy
23,219
+1,152
+5% +$81.6K 0.01% 1084
2015
Q4
$1.66M Buy
22,067
+1,653
+8% +$124K 0.01% 1038
2015
Q3
$1.6M Buy
20,414
+2,638
+15% +$207K 0.01% 1045
2015
Q2
$1.46M Sell
17,776
-393
-2% -$32.3K 0.01% 1219
2015
Q1
$1.69M Buy
18,169
+18,003
+10,845% +$1.68M 0.01% 1052
2014
Q4
$14K Sell
166
-42
-20% -$3.54K ﹤0.01% 1862
2014
Q3
$18K Buy
208
+1
+0.5% +$87 ﹤0.01% 1914
2014
Q2
$20K Sell
207
-73
-26% -$7.05K ﹤0.01% 1758
2014
Q1
$23K Buy
280
+36
+15% +$2.96K ﹤0.01% 1609
2013
Q4
$20K Buy
244
+85
+53% +$6.97K ﹤0.01% 1500
2013
Q3
$12K Buy
159
+57
+56% +$4.3K ﹤0.01% 1636
2013
Q2
$9K Buy
+102
New +$9K ﹤0.01% 1690