Geneos Wealth 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 | $1.79K | Sell |
89
-25
| -22% | -$502 | ﹤0.01% | 2840 |
|
|
2025
Q1 | $1.06K | Buy |
+114
| New | +$1.06K | ﹤0.01% | 3045 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$3K | – | 2106 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2292 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2265 |
|
|
2021
Q4 | $5K | Sell |
100
-158
| -61% | -$7.9K | ﹤0.01% | 2390 |
|
|
2021
Q3 | $17K | Buy |
258
+2
| +0.8% | +$132 | ﹤0.01% | 1993 |
|
|
2021
Q2 | $15K | Buy |
256
+2
| +0.8% | +$117 | ﹤0.01% | 2040 |
|
|
2021
Q1 | $17K | Hold |
254
| – | – | ﹤0.01% | 2146 |
|
|
2020
Q4 | $16K | Buy |
254
+3
| +1% | +$189 | ﹤0.01% | 2022 |
|
|
2020
Q3 | $14K | Buy |
251
+2
| +0.8% | +$112 | ﹤0.01% | 1814 |
|
|
2020
Q2 | $11K | Buy |
249
+2
| +0.8% | +$88 | ﹤0.01% | 1866 |
|
|
2020
Q1 | $9K | Buy |
247
+3
| +1% | +$109 | ﹤0.01% | 1847 |
|
|
2019
Q4 | $14K | Buy |
244
+2
| +0.8% | +$115 | ﹤0.01% | 1825 |
|
|
2019
Q3 | $13K | Buy |
242
+1
| +0.4% | +$54 | ﹤0.01% | 1777 |
|
|
2019
Q2 | $13K | Buy |
241
+2
| +0.8% | +$108 | ﹤0.01% | 1805 |
|
|
2019
Q1 | $13K | Buy |
239
+2
| +0.8% | +$109 | ﹤0.01% | 1738 |
|
|
2018
Q4 | $9K | Buy |
237
+2
| +0.9% | +$76 | ﹤0.01% | 1811 |
|
|
2018
Q3 | $15K | Sell |
235
-890
| -79% | -$56.8K | ﹤0.01% | 1698 |
|
|
2018
Q2 | $73K | Buy |
1,125
+54
| +5% | +$3.5K | 0.01% | 892 |
|
|
2018
Q1 | $64K | Buy |
1,071
+294
| +38% | +$17.6K | 0.01% | 906 |
|
|
2017
Q4 | $56K | Buy |
777
+66
| +9% | +$4.76K | 0.01% | 951 |
|
|
2017
Q3 | $46K | Buy |
711
+391
| +122% | +$25.3K | ﹤0.01% | 984 |
|
|
2017
Q2 | $20K | Buy |
320
+194
| +154% | +$12.1K | ﹤0.01% | 1270 |
|
|
2017
Q1 | $8K | Sell |
126
-19
| -13% | -$1.21K | ﹤0.01% | 1546 |
|
|
2016
Q4 | $11K | Buy |
145
+1
| +0.7% | +$76 | ﹤0.01% | 1398 |
|
|
2016
Q3 | $10K | Sell |
144
-119
| -45% | -$8.26K | ﹤0.01% | 1355 |
|
|
2016
Q2 | $19K | Sell |
263
-9
| -3% | -$650 | ﹤0.01% | 1128 |
|
|
2016
Q1 | $19K | Buy |
+272
| New | +$19K | ﹤0.01% | 1102 |
|