CWM
C2C Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
1,200
| – | – | 0.39% | 51 |
|
|
2025
Q1 | $421K | Hold |
1,200
| – | – | 0.39% | 51 |
|
|
2024
Q4 | $379K | Hold |
1,200
| – | – | 0.35% | 54 |
|
|
2024
Q3 | $348K | Hold |
1,200
| – | – | 0.32% | 59 |
|
|
2024
Q2 | $315K | Hold |
1,200
| – | – | 0.31% | 63 |
|
|
2024
Q1 | $335K | Hold |
1,200
| – | – | 0.33% | 60 |
|
|
2023
Q4 | $312K | Sell |
1,200
-138
| -10% | -$35.9K | 0.26% | 79 |
|
|
2023
Q3 | $308K | Hold |
1,338
| – | – | 0.04% | 197 |
|
|
2023
Q2 | $327K | Sell |
1,338
-50
| -4% | -$12.2K | 0.04% | 195 |
|
|
2023
Q1 | $316K | Sell |
1,388
-12
| -0.9% | -$2.73K | 0.05% | 191 |
|
|
2022
Q4 | $309K | Sell |
1,400
-527
| -27% | -$116K | 0.05% | 137 |
|
|
2022
Q3 | $358K | Sell |
1,927
-50
| -3% | -$9.29K | 0.07% | 125 |
|
|
2022
Q2 | $422K | Sell |
1,977
-250
| -11% | -$53.4K | 0.08% | 118 |
|
|
2022
Q1 | $488K | Buy |
2,227
+494
| +29% | +$108K | 0.08% | 117 |
|
|
2021
Q4 | $376K | Buy |
+1,733
| New | +$376K | 0.05% | 149 |
|