Kovitz Investment Group Partners’s Compass COMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
18,011
+3,573
+25% +$22.4K ﹤0.01% 1312
2025
Q1
$126K Buy
+14,438
New +$126K ﹤0.01% 1194