Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 848 | — | 0% | 0.08% | $344K | $399.91 |
| 2025 Q2 | REDUCED | 848 | -26 | -3.0% | 0.07% | $311K | $359.82 |
| 2025 Q1 | UNCHANGED | 874 | — | 0% | 0.08% | $320K | $357.45 |
| 2024 Q4 | UNCHANGED | 874 | — | 0% | 0.08% | $340K | $377.01 |
| 2024 Q3 | ADDED | 874 | +9 | +1.0% | 0.08% | $354K | $390.66 |
| 2024 Q2 | ADDED | 865 | +6 | +0.7% | 0.07% | $298K | $329.88 |
| 2024 Q1 | REDUCED | 859 | -49 | -5.4% | 0.08% | $330K | $365.07 |
| 2023 Q4 | ADDED | 908 | +5 | +0.6% | 0.09% | $315K | $327.84 |
| 2023 Q3 | REDUCED | 903 | -7 | -0.8% | 0.09% | $273K | $283.94 |
| 2023 Q2 | UNCHANGED | 910 | — | 0% | 0.09% | $269K | $290.06 |
As of 2025 Q4 — sorted by position size