Rothschild Investment LLC’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
$6.29K Buy
860
+126
+17% +$1.32K ﹤0.01% 1938
2025
Q4
$7.76K Buy
734
+44
+6% +$401 ﹤0.01% 1677
2025
Q3
$5.54K Sell
690
-150
-18% -$1.22K ﹤0.01% 1667
2025
Q2
$5.28K Buy
840
+235
+39% +$1.61K ﹤0.01% 1487
2025
Q1
$5.28K Buy
605
+160
+36% +$1.27K ﹤0.01% 1413
2024
Q4
$2.6K Buy
445
+35
+9% +$222 ﹤0.01% 1649
2024
Q3
$2.5K Buy
410
+340
+486% +$1.67K ﹤0.01% 1612
2024
Q2
$252 Buy
70
+35
+100% +$128 ﹤0.01% 2387
2024
Q1
$126 Buy
+35
New +$124 ﹤0.01% 2055

Other funds holding COMP