Compass Wealth Management LLC JACOBS SOLUTIONS INC Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024
Number of Shares
26,837
Previous 24,937 7.62%
Holding current value
$3.59 Billion
Previous $3.26 Billion 9.86%
% of portfolio
0.86%
Previous 0.77%

Shares

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