Compass Wealth Management LLC COHERENT CORP Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024
Number of Shares
740
Previous 780 5.13%
Holding current value
$70.1 Million
Previous $69.4 Million 1.08%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
N/A
-40 Reduced 5.13%
740 $70.1 Million
Q3 2024

Oct 16, 2024
SELL
N/A
-400 Reduced 33.9%
780 $69.4 Million
Q1 2024

Apr 05, 2024
SELL
N/A
-1,470 Reduced 55.47%
1,180 $71.5 Million
Q4 2023

Jan 04, 2024
BUY
N/A
2,500 Added 1666.67%
2,650 $115 Million
Q4 2022

Feb 17, 2023
BUY
N/A
150 New
150 $5.27 Million
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