Lee, Danner & Bass’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 | $6.83M | Sell |
340,000
-5,000
| -1% | -$100K | 0.53% | 38 |
|
|
2025
Q1 | $3.21M | Hold |
345,000
| – | – | 0.26% | 78 |
|
|
2024
Q4 | $3.88M | Sell |
345,000
-15,000
| -4% | -$169K | 0.31% | 73 |
|
|
2024
Q3 | $4.33M | Buy |
360,000
+123,000
| +52% | +$1.48M | 0.3% | 65 |
|
|
2024
Q2 | $2.45M | Buy |
+237,000
| New | +$2.45M | 0.19% | 92 |
|
|
2023
Q4 | $5.04M | Buy |
+199,000
| New | +$5.04M | 0.43% | 51 |
|