SW Investment Management’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000,000
Closed -$11.3M 10
2024
Q4
$11.3M Hold
1,000,000
2.64% 10
2024
Q3
$12M Buy
1,000,000
+700,000
+233% +$8.41M 3.18% 10
2024
Q2
$3.1M Buy
+300,000
New +$3.1M 0.99% 12