Compass Wealth Management LLC JACOBS SOLUTIONS INC Transaction History

Compass Wealth Management LLC

  • $420 Billion
  • Q2 2025
Number of Shares
27,531
Previous 27,227 1.12%
Holding current value
$3.62 Billion
Previous $3.29 Billion 9.95%
% of portfolio
0.86%
Previous 0.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
304 Added 1.12%
27,531 $3.62 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
390 Added 1.45%
27,227 $3.29 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
1,900 Added 7.62%
26,837 $3.59 Billion
Q3 2024

Oct 16, 2024
SELL
N/A
-1,274 Reduced 4.86%
24,937 $3.26 Billion
Q2 2024

Jul 16, 2024
SELL
N/A
-990 Reduced 3.64%
26,211 $3.66 Billion
Q1 2024

Apr 05, 2024
BUY
N/A
821 Added 3.11%
27,201 $4.18 Billion
Q4 2023

Jan 04, 2024
BUY
N/A
17,600 Added 200.46%
26,380 $3.42 Billion
Q3 2023

Oct 25, 2023
BUY
N/A
8,780 New
8,780 $1.2 Billion
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email