Number of Shares
623,325.00
Current Holdings Value*
$3.41 Mil
% of Portfolio
0.87%
Total Estimate Gain
$-1.81 Mil
% of Total Estimate Gain
-29.88%

Compass Wealth Management LLC's Coty Inc Holding Summary

As of 2025-03-31, Compass Wealth Management LLC held 623,325.00 shares of Coty Inc(COTY), totaling $3.41 Mil. This investment constitutes 0.87% of their stock portfolio, and Compass Wealth Management LLC now holds 0.07% of the outstanding Coty Inc(COTY) stock.

The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 5 purchases of COTY, at an average price of $7.82, for a total of 776,125.00 shares. In addition, there have been 4 sales at an average price of $8.40 for 152,800.00 shares. Based on historical transaction data and COTY's current price of $4.77, Compass Wealth Management LLC's estimated gain on his COTY holdings is $-1.81 Mil, reflecting a -29.88% gain to date.

Compass Wealth Management LLC COTY ($4.77) Holding Chart

Compass Wealth Management LLC COTY ($4.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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