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EP Wealth Advisors’s Compass COMP Stock Holding History

EP Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$134K Buy
21,271
+621
+3% +$3.9K ﹤0.01% 1341
2025
Q1 		$180K Buy
20,650
+10,650
+107% +$93K ﹤0.01% 1160
2024
Q4 		$58.5K Buy
+10,000
New +$58.5K ﹤0.01% 1222