Compass Wealth Management LLC VERALTO CORP Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025
Number of Shares
1,454
Previous 1,512 3.84%
Holding current value
$142 Million
Previous $154 Million 7.99%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-58 Reduced 3.84%
1,454 $142 Million
Q3 2024

Oct 16, 2024
SELL
N/A
-45 Reduced 2.89%
1,512 $169 Million
Q2 2024

Jul 16, 2024
SELL
N/A
-26 Reduced 1.64%
1,557 $149 Million
Q1 2024

Apr 05, 2024
SELL
N/A
-875 Reduced 35.6%
1,583 $140 Million
Q4 2023

Jan 04, 2024
BUY
N/A
2,458 New
2,458 $202 Million
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