Compass Wealth Management LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Compass Wealth Management LLC

  • $405 Billion
  • Q2 2024
Number of Shares
56,871
Previous 56,871 -0.0%
Holding current value
$4.48 Billion
Previous $5.02 Billion 10.78%
% of portfolio
1.11%
Previous 1.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
N/A
-451 Reduced 0.79%
56,871 $5.02 Billion
Q4 2023

Jan 04, 2024
BUY
N/A
1,558 Added 2.79%
57,322 $4.56 Billion
Q3 2023

Oct 25, 2023
SELL
N/A
-193 Reduced 0.34%
55,764 $4.16 Billion
Q2 2023

Jul 27, 2023
BUY
N/A
55,957 New
55,957 $4.53 Billion
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