Compass Wealth Management LLC TE CONNECTIVITY PLC Transaction History

Compass Wealth Management LLC

  • $420 Billion
  • Q2 2025
Number of Shares
38,209
Previous 36,811 3.8%
Holding current value
$6.44 Billion
Previous $5.2 Billion 23.89%
% of portfolio
1.53%
Previous 1.33%

Shares

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

Aug 08, 2025
BUY
N/A
1,398 Added 3.8%
38,209 $6.44 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
4,605 Added 14.3%
36,811 $5.2 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
17,869 Added 124.64%
32,206 $4.6 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
14,337 New
14,337 $2.17 Billion
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