CMBA
C.M. Bidwell & Associates’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $14K | Hold |
40
| – | – | 0.01% | 260 |
|
2024
Q4 | $12.6K | Hold |
40
| – | – | 0.01% | 272 |
|
2024
Q3 | $11K | Sell |
40
-971
| -96% | -$267K | 0.01% | 283 |
|
2024
Q2 | $265K | Hold |
1,011
| – | – | 0.18% | 93 |
|
2024
Q1 | $282K | Sell |
1,011
-5
| -0.5% | -$1.4K | 0.19% | 97 |
|
2023
Q4 | $265K | Buy |
1,016
+7
| +0.7% | +$1.82K | 0.2% | 91 |
|
2023
Q3 | $232K | Sell |
1,009
-11
| -1% | -$2.53K | 0.18% | 95 |
|
2023
Q2 | $242K | Buy |
1,020
+482
| +90% | +$114K | 0.18% | 100 |
|
2023
Q1 | $121K | Buy |
538
+498
| +1,245% | +$112K | 0.09% | 203 |
|
2022
Q4 | $8.31K | Hold |
40
| – | – | 0.01% | 362 |
|
2022
Q3 | $7K | Hold |
40
| – | – | 0.01% | 375 |
|
2022
Q2 | $8K | Hold |
40
| – | – | 0.01% | 361 |
|
2022
Q1 | $9K | Hold |
40
| – | – | 0.01% | 373 |
|
2021
Q4 | $9K | Hold |
40
| – | – | 0.01% | 395 |
|
2021
Q3 | $9K | Hold |
40
| – | – | 0.01% | 399 |
|
2021
Q2 | $9K | Hold |
40
| – | – | 0.01% | 403 |
|
2021
Q1 | $8K | Hold |
40
| – | – | 0.01% | 405 |
|
2020
Q4 | $9K | Sell |
40
-933
| -96% | -$210K | 0.01% | 389 |
|
2020
Q3 | $195K | Sell |
973
-872
| -47% | -$175K | 0.18% | 117 |
|
2020
Q2 | $356K | Buy |
1,845
+1,805
| +4,513% | +$348K | 0.32% | 59 |
|
2020
Q1 | $6K | Sell |
40
-26
| -39% | -$3.9K | 0.01% | 280 |
|
2019
Q4 | $12K | Sell |
66
-1,380
| -95% | -$251K | 0.01% | 303 |
|
2019
Q3 | $249K | Buy |
1,446
+26
| +2% | +$4.48K | 0.25% | 103 |
|
2019
Q2 | $246K | Buy |
+1,420
| New | +$246K | 0.24% | 111 |
|
2019
Q1 | – | Sell |
-1,875
| Closed | -$247K | – | 477 |
|
2018
Q4 | $247K | Buy |
1,875
+30
| +2% | +$3.95K | 0.27% | 100 |
|
2018
Q3 | $277K | Sell |
1,845
-280
| -13% | -$42K | 0.26% | 105 |
|
2018
Q2 | $281K | Sell |
2,125
-720
| -25% | -$95.2K | 0.26% | 105 |
|
2018
Q1 | $340K | Buy |
2,845
+255
| +10% | +$30.5K | 0.31% | 85 |
|
2017
Q4 | $295K | Buy |
2,590
+135
| +5% | +$15.4K | 0.25% | 110 |
|
2017
Q3 | $258K | Sell |
2,455
-230
| -9% | -$24.2K | 0.4% | 103 |
|
2017
Q2 | $252K | Sell |
2,685
-555
| -17% | -$52.1K | 0.05% | 131 |
|
2017
Q1 | $288K | Buy |
+3,240
| New | +$288K | 0.06% | 124 |
|