Private Wealth Management Group’s Compass COMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.3K Hold
1,162
﹤0.01% 603
2025
Q1
$10.1K Hold
1,162
﹤0.01% 465
2024
Q4
$6.8K Hold
1,162
﹤0.01% 617
2024
Q3
$7.1K Hold
1,162
﹤0.01% 584
2024
Q2
$4.18K Hold
1,162
﹤0.01% 772
2024
Q1
$4.18K Hold
1,162
﹤0.01% 681
2023
Q4
$4.37K Buy
+1,162
New +$4.37K ﹤0.01% 678