Joel Isaacson & Co’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 | $496K | Hold |
|
|||||
|
2025
Q2 | $388K | Hold |
|
|||||
|
2025
Q1 | $539K | Hold |
|
|||||
|
2024
Q4 | $361K | Hold |
|
|||||
|
2024
Q3 | $377K | Hold |
|
|||||
|
2024
Q2 | $222K | Hold |
|
|||||
|
2024
Q1 | $222K | Hold |
|
|||||
|
2023
Q4 | $232K | Hold |
|
|||||
|
2023
Q3 | $179K | Hold |
|
|||||
|
2023
Q2 | $216K | Hold |
|
|||||
|
2023
Q1 | $199K | Hold |
|
|||||
|
2022
Q4 | $144K | Hold |
|
|||||
|
2022
Q3 | $143K | Hold |
|
|||||
|
2022
Q2 | $223K | Hold |
|
|||||
|
2022
Q1 | $369K | Hold |
|
|||||
|
2021
Q4 | $561K | Buy |
|