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 INTERNATIONAL BUSINESS MACHS (IBM). 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 | 835 | — | 0% | 0.05% | $236K | $279.02 |
| 2025 Q2 | UNCHANGED | 835 | — | 0% | 0.06% | $246K | $289.54 |
| 2025 Q1 | ADDED | 835 | +5 | +0.6% | 0.05% | $208K | $242.63 |
| 2024 Q4 | UNCHANGED | 830 | — | 0% | 0.04% | $182K | $213.08 |
| 2024 Q3 | UNCHANGED | 830 | — | 0% | 0.04% | $183K | $212.61 |
| 2024 Q2 | UNCHANGED | 830 | — | 0% | 0.04% | $144K | $164.89 |
| 2024 Q1 | UNCHANGED | 830 | — | 0% | 0.04% | $158K | $180.27 |
| 2023 Q4 | UNCHANGED | 830 | — | 0% | 0.04% | $136K | $153.00 |
| 2023 Q3 | ADDED | 830 | +288 | +53.1% | 0.04% | $116K | $129.77 |
| 2023 Q2 | UNCHANGED | 542 | — | 0% | 0.02% | $71K | $122.36 |
As of 2025 Q4 — sorted by position size