EverSource Wealth Advisors’s Compass Minerals CMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.7K	Sell	1,231 -66	-5%	-$1.55K	﹤0.01%	2265
2025 Q4	$25.5K	Buy	1,297 +319	+33%	+$5.9K	﹤0.01%	2225
2025 Q3	$18.8K	Sell	978 -59	-6%	-$1.17K	﹤0.01%	2402
2025 Q2	$20.8K	Buy	1,037 +570	+122%	+$9.21K	﹤0.01%	2257
2025 Q1	$4.34K	Sell	467 -66	-12%	-$754	﹤0.01%	2567
2024 Q4	$6K	Buy	533 +198	+59%	+$2.59K	﹤0.01%	2266
2024 Q3	$4.03K	Buy	335 +224	+202%	+$2.37K	﹤0.01%	2312
2024 Q2	$1.48K	Sell	111 -121	-52%	-$1.56K	﹤0.01%	2642
2024 Q1	$2.89K	Sell	232 -107	-32%	-$2.25K	﹤0.01%	2263
2023 Q4	$8.58K	Sell	339 -44	-11%	-$1.12K	﹤0.01%	1630
2023 Q3	$10.7K	Sell	383 -208	-35%	-$6.69K	﹤0.01%	1398
2023 Q2	$20.1K	Buy	591 +111	+23%	+$3.68K	﹤0.01%	1151
2023 Q1	$16.5K	Sell	480 -143	-23%	-$5.72K	﹤0.01%	1154
2022 Q4	$25.5K	Hold	623	–	–	﹤0.01%	989
2022 Q3	$24K	Buy	+623	New	+$23.8K	0.01%	842
2022 Q2	–	Sell	-592	Closed	-$37K	–	1741
2022 Q1	$37K	Buy	+592	New	+$33.6K	0.01%	518