Klingman & Associates’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.5M | Buy |
|
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|
2024
Q4 | $585K | Sell |
|
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|
2024
Q3 | $1.32M | Sell |
|
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|
2024
Q2 | $904K | Buy |
|
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|
2024
Q1 | $853K | Hold |
|
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|
2023
Q4 | $891K | Hold |
|
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|
2023
Q3 | $687K | Hold |
|
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $798K | Sell |
|
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|
2022
Q4 | $911K | Sell |
|
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|
2022
Q3 | $1.26M | Sell |
|
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|
2022
Q2 | $2.69M | Buy |
|
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|
2022
Q1 | $5.85M | Hold |
|
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|
2021
Q4 | $6.77M | Sell |
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|
2021
Q3 | $10.6M | Buy |
|