Compass Wealth Management LLC Sells in Q3 2024

Compass Wealth Management LLC

  • $425 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOL
Toll Brothers, Inc.

Consumer Cyclical
-150
- 3.69%
$109.16 - $155.35 $16.4K - $23.3K
3.92K $606M
AAPL
Apple Inc.

Technology
-641
- 4.86%
$207.23 - $234.82 $133K - $151K
12.6K $2.93B
WMB
Williams Companies, Inc.

Energy
-4.95K
- 4.12%
$41.24 - $46.22 $204K - $229K
115K $5.26B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-250
- 3.56%
$156.14 - $187.2 $39K - $46.8K
6.77K $1.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-237
- 1.27%
$105.53 - $118.34 $25K - $28K
18.4K $2.15B
CME
Cme Group Inc.

Financial Services
-35
- 0.45%
$193.43 - $220.62 $6.77K - $7.72K
7.73K $1.71B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15
- 0.02%
$60.84 - $67.51 $913 - $1.01K
61.9K $4.18B
ABT
Abbott Laboratories

Healthcare
-130
- 0.44%
$100.07 - $118.13 $13K - $15.4K
29.4K $3.35B
AXP
American Express CO

Financial Services
-920
- 6.13%
$225.92 - $271.17 $208K - $249K
14.1K $3.82B
CSCO
Cisco Systems, Inc.

Technology
-682
- 0.95%
$44.74 - $53.22 $30.5K - $36.3K
71.3K $3.79B
PNR
Pentair PLC

Industrials
-5.41K
- 11.76%
$74.39 - $97.79 $402K - $529K
40.6K $3.97B
MOGA
Moog Inc Cla
-950
- 5.1%
N/A
17.7K $3.57B
ABBV
Abb Vie Inc.

Healthcare
-1.21K
- 4.13%
$163.84 - $199.33 $198K - $241K
28.1K $5.55B
BLK
Black Rock Inc.

Financial Services
-62
- 1.67%
$782.27 - $949.51 $48.5K - $58.9K
3.65K $3.46B
FIS
Fidelity National Information Services, Inc.

Technology
-250
- 0.36%
$72.8 - $85.04 $18.2K - $21.3K
68.3K $5.72B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.58K
- 2.74%
$58.35 - $66.29 $150K - $171K
91.5K $6.06B
RTX
Raytheon Technologies Corp

Industrials
-1.8K
- 4.44%
$99.55 - $123.34 $179K - $222K
38.7K $4.69B
WMT
Walmart Inc.

Consumer Defensive
-2.07K
- 3.11%
$66.91 - $81.4 $139K - $168K
64.6K $5.21B
FISV
Fiserv Inc

Technology
-650
- 1.81%
N/A
35.2K $6.32B
APD
Air Products & Chemicals, Inc.

Basic Materials
-334
- 1.1%
$247.34 - $300.11 $82.6K - $100K
29.9K $8.91B
HCA
Hca Healthcare, Inc.

Healthcare
-671
- 4.12%
$315.12 - $406.43 $211K - $273K
15.6K $6.35B
BX
Blackstone Inc.

Financial Services
-575
- 1.29%
$120.77 - $159.66 $69.4K - $91.8K
44.2K $6.76B
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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