Compass Wealth Management LLC TE CONNECTIVITY PLC Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025
Number of Shares
36,811
Previous 32,206 14.3%
Holding current value
$5.2 Billion
Previous $4.6 Billion 12.98%
% of portfolio
1.33%
Previous 1.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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