Golden State Wealth Management, LLC Compass Diversified Holdings Transaction History

Golden State Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$20.56 - $24.27 $239,914 - $283,206	-11,669 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$21.91 - $30.98 $12,094 - $17,100	552 Added 4.97%	11,669 $277,000
Q1 2022 May 16, 2022	SELL	$21.91 - $30.98 $9,684 - $13,693	-442 Reduced 3.82%	11,117 $257,000
Q4 2021 Feb 14, 2022	BUY	$28.02 - $32.83 $3,866 - $4,530	138 Added 1.21%	11,559 $353,000
Q3 2021 Nov 15, 2021	BUY	$24.12 - $31.44 $11,143 - $14,525	462 Added 4.22%	11,421 $322,000
Q2 2021 Aug 12, 2021	SELL	$23.42 - $26.6 $3,700 - $4,202	-158 Reduced 1.42%	10,959 $279,000
Q1 2021 May 14, 2021	BUY	$19.44 - $24.56 $77 - $98	4 Added 0.04%	11,117 $257,000
Q4 2020 Jan 28, 2021	SELL	$17.17 - $21.36 $128,654 - $160,050	-7,493 Reduced 40.27%	11,113 $216,000
Q3 2020 Nov 12, 2020	BUY	$15.94 - $19.06 $95 - $114	6 Added 0.03%	18,606 $355,000
Q2 2020 Aug 13, 2020	BUY	$12.73 - $20.79 $236,778 - $386,694	18,600 New	18,600 $321,000

220

43.3M

141K

43.8K

Ticker CODI
Exchange NYSE
Sector Industrials
Industry Conglomerates
Shares Outstandng 71,725,504
Market Cap $1.52B
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...

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Golden State Wealth Management, LLC with notifications on news.