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