Wedmont Private Capital’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $153K | Hold |
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|
2025
Q2 | $137K | Hold |
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|
2025
Q1 | $155K | Sell |
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|
2024
Q4 | $187K | Hold |
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|
2024
Q3 | $198K | Sell |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $172K | Hold |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $190K | Hold |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $529K | Buy |
|