KWM
Kanen Wealth Management’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8M | Sell |
5,536,655
-12,500
| -0.2% | -$78.5K | 13.3% | 3 |
|
|
2025
Q1 | $48.4M | Sell |
5,549,155
-1,212,200
| -18% | -$10.6M | 19.52% | 1 |
|
|
2024
Q4 | $39.6M | Sell |
6,761,355
-307,695
| -4% | -$1.8M | 14.72% | 2 |
|
|
2024
Q3 | $43.2M | Buy |
7,069,050
+31,456
| +0.4% | +$192K | 23.03% | 1 |
|
|
2024
Q2 | $25.4M | Sell |
7,037,594
-9,462
| -0.1% | -$34.1K | 15.69% | 2 |
|
|
2024
Q1 | $25.4M | Buy |
7,047,056
+6,560,362
| +1,348% | +$23.6M | 16.11% | 3 |
|
|
2023
Q4 | $1.83M | Buy |
+486,694
| New | +$1.83M | 1.28% | 12 |
|