A detailed history of Wr Wealth Planners, LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 842 shares of CODI stock, worth $18,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
842
Previous 833 1.08%
Holding current value
$18,742
Previous $18,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$20.23 - $24.06 $182 - $216
9 Added 1.08%
842 $18,000
Q2 2024

Jul 31, 2024

BUY
$21.33 - $24.0 $191 - $216
9 Added 1.09%
833 $18,000
Q1 2024

Jul 31, 2024

BUY
$21.34 - $24.56 $17,584 - $20,237
824 New
824 $19,000
Q3 2023

Aug 01, 2024

BUY
$18.59 - $22.75 $167 - $204
9 Added 1.13%
804 $15.1 Million
Q2 2023

Aug 01, 2024

SELL
$18.15 - $21.8 $689 - $828
-38 Reduced 4.56%
795 $17.3 Million
Q1 2023

Aug 01, 2024

BUY
$18.03 - $22.59 $28,054 - $35,150
1,556 Added 186.79%
2,389 $45.6 Million
Q4 2022

Oct 10, 2024

BUY
$16.43 - $21.67 $460 - $606
28 Added 1.2%
2,361 $43 Million
Q3 2022

Oct 10, 2024

BUY
$18.06 - $26.1 $27,089 - $39,150
1,500 Added 180.07%
2,333 $42.1 Million
Q2 2022

Oct 17, 2024

BUY
$20.67 - $25.25 $537 - $656
26 Added 1.14%
2,308 $49.4 Million
Q1 2022

Oct 17, 2024

BUY
$21.91 - $30.98 $31,550 - $44,611
1,440 Added 171.02%
2,282 $54.2 Million

Others Institutions Holding CODI

About Compass Diversified Holdings


  • Ticker CODI
  • Exchange NYSE
  • Sector Industrials
  • Industry Conglomerates
  • Shares Outstandng 71,725,504
  • Market Cap $1.6B
  • Description
  • Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...
More about CODI
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