NewEdge Advisors’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 | $86.2K | Sell |
4,289
-1,073
| -20% | -$21.6K | ﹤0.01% | 2470 |
|
2025
Q1 | $49.8K | Sell |
5,362
-406
| -7% | -$3.77K | ﹤0.01% | 2553 |
|
2024
Q4 | $64.9K | Sell |
5,768
-65
| -1% | -$731 | ﹤0.01% | 2424 |
|
2024
Q3 | $70.1K | Sell |
5,833
-15,398
| -73% | -$185K | ﹤0.01% | 2322 |
|
2024
Q2 | $219K | Sell |
21,231
-4,974
| -19% | -$51.4K | ﹤0.01% | 1872 |
|
2024
Q1 | $412K | Buy |
26,205
+15,432
| +143% | +$243K | ﹤0.01% | 1456 |
|
2023
Q4 | $273K | Sell |
10,773
-11,851
| -52% | -$300K | ﹤0.01% | 1582 |
|
2023
Q3 | $632K | Buy |
22,624
+4,362
| +24% | +$122K | 0.01% | 1071 |
|
2023
Q2 | $621K | Sell |
18,262
-1,574
| -8% | -$53.5K | 0.01% | 1078 |
|
2023
Q1 | $680K | Buy |
19,836
+1,266
| +7% | +$43.4K | 0.01% | 981 |
|
2022
Q4 | $761 | Buy |
18,570
+3,229
| +21% | +$132 | ﹤0.01% | 3099 |
|
2022
Q3 | $591K | Buy |
15,341
+2,426
| +19% | +$93.5K | 0.01% | 887 |
|
2022
Q2 | $457K | Buy |
+12,915
| New | +$457K | 0.01% | 1028 |
|
2022
Q1 | – | Sell |
-8,156
| Closed | -$417K | – | 1233 |
|
2021
Q4 | $417K | Buy |
8,156
+683
| +9% | +$34.9K | 0.01% | 1158 |
|
2021
Q3 | $481K | Buy |
7,473
+21
| +0.3% | +$1.35K | 0.01% | 761 |
|
2021
Q2 | $442K | Buy |
7,452
+2,211
| +42% | +$131K | 0.01% | 773 |
|
2021
Q1 | $329K | Buy |
5,241
+1,298
| +33% | +$81.5K | 0.01% | 775 |
|
2020
Q4 | $243K | Buy |
3,943
+121
| +3% | +$7.46K | 0.01% | 825 |
|
2020
Q3 | $227K | Buy |
+3,822
| New | +$227K | 0.01% | 787 |
|
2018
Q4 | – | Sell |
-3,953
| Closed | -$266K | – | 641 |
|
2018
Q3 | $266K | Sell |
3,953
-833
| -17% | -$56.1K | 0.02% | 527 |
|
2018
Q2 | $309 | Sell |
4,786
-868
| -15% | -$56 | 0.03% | 405 |
|
2018
Q1 | $336K | Buy |
+5,654
| New | +$336K | 0.04% | 331 |
|
2017
Q4 | – | Sell |
-15,755
| Closed | -$1.03M | – | 412 |
|
2017
Q3 | $1.03M | Buy |
15,755
+221
| +1% | +$14.4K | 0.16% | 151 |
|
2017
Q2 | $1.03M | Buy |
15,534
+2,770
| +22% | +$184K | 0.18% | 132 |
|
2017
Q1 | $868K | Buy |
12,764
+4,491
| +54% | +$305K | 0.2% | 116 |
|
2016
Q4 | $674K | Sell |
8,273
-1,075
| -11% | -$87.6K | 0.19% | 116 |
|
2016
Q3 | $688K | Buy |
9,348
+1,438
| +18% | +$106K | 0.22% | 95 |
|
2016
Q2 | $588K | Buy |
+7,910
| New | +$588K | 0.24% | 80 |
|