Pinnacle Wealth Planning Services’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.24K Buy
2023
Q4
Sell
2023
Q3
$87.9K Hold
2023
Q2
$106K Hold
2023
Q1
$97.9K Hold
2022
Q4
$70.7K Buy