Logan Capital Management’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
Sell
2025
Q1
$4.37K Hold
2024
Q4
$2.92K Hold
2024
Q3
$3.06K Hold
2024
Q2
$1.8K Hold
2024
Q1
$1.8K Hold
2023
Q4
$1.88K Hold
2023
Q3
$1.45K Hold
2023
Q2
$1.75K Sell
2023
Q1
$3.23K Hold
2022
Q4
$2.33K Hold
2022
Q3
$2K Hold
2022
Q2
$4K Hold
2022
Q1
$8K Hold
2021
Q4
$9K Hold
2021
Q3
$13K Buy