Compass Diversified Holdings shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Compass Diversified Holdings
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Quarterly reported holdings in Compass Diversified Holdings by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3k | 190 | 22.45 |
| 2023-09-30 | $3.6k | 190 | 18.77 |
| 2023-06-30 | $4.1k | 190 | 21.69 |
| 2023-03-31 | $3.6k | 190 | 19.08 |
| 2022-12-31 | $3.5k | 190 | 18.23 |
| 2022-09-30 | $3.0k | 190 | 15.79 |
| 2022-06-30 | $4.0k | 190 | 21.05 |
| 2022-03-31 | $5.0k | 190 | 26.32 |
| 2021-12-31 | $6.0k | 190 | 31.58 |
| 2021-09-30 | $5.4k | 190 | 28.17 |
| 2021-06-30 | $7.0k | 379 | 18.47 |
| 2021-03-31 | $4.4k | 190 | 23.15 |
| 2020-12-31 | $7.0k | 379 | 18.47 |
| 2020-09-30 | $3.6k | 190 | 19.06 |