CWM
Cahaba Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Sell |
2,545
-218
| -8% | -$77.4K | 0.07% | 58 |
|
|
2025
Q1 | $968K | Buy |
2,763
+156
| +6% | +$54.7K | 0.08% | 53 |
|
|
2024
Q4 | $824K | Sell |
2,607
-78
| -3% | -$24.7K | 0.07% | 60 |
|
|
2024
Q3 | $738K | Buy |
2,685
+319
| +13% | +$87.7K | 0.06% | 71 |
|
|
2024
Q2 | $621K | Sell |
2,366
-43
| -2% | -$11.3K | 0.05% | 74 |
|
|
2024
Q1 | $672K | Buy |
2,409
+2
| +0.1% | +$558 | 0.06% | 69 |
|
|
2023
Q4 | $627K | Sell |
2,407
-311
| -11% | -$81K | 0.06% | 69 |
|
|
2023
Q3 | $625K | Sell |
2,718
-78
| -3% | -$17.9K | 0.07% | 68 |
|
|
2023
Q2 | $664K | Sell |
2,796
-432
| -13% | -$103K | 0.07% | 65 |
|
|
2023
Q1 | $728K | Buy |
3,228
+311
| +11% | +$70.1K | 0.08% | 59 |
|
|
2022
Q4 | $606K | Buy |
2,917
+267
| +10% | +$55.5K | 0.08% | 65 |
|
|
2022
Q3 | $470K | Buy |
2,650
+65
| +3% | +$11.5K | 0.07% | 75 |
|
|
2022
Q2 | $509K | Sell |
2,585
-378
| -13% | -$74.4K | 0.07% | 71 |
|
|
2022
Q1 | $631K | Buy |
2,963
+15
| +0.5% | +$3.19K | 0.09% | 65 |
|
|
2021
Q4 | $639K | Buy |
2,948
+23
| +0.8% | +$4.99K | 0.08% | 70 |
|
|
2021
Q3 | $651K | Buy |
+2,925
| New | +$651K | 0.1% | 62 |
|
|
2021
Q2 | – | Sell |
-1,268
| Closed | -$268K | – | 90 |
|
|
2021
Q1 | $268K | Buy |
+1,268
| New | +$268K | 0.04% | 71 |
|
|
2020
Q3 | – | Sell |
-1,083
| Closed | -$215K | – | 84 |
|
|
2020
Q2 | $215K | Buy |
+1,083
| New | +$215K | 0.04% | 74 |
|
|
2020
Q1 | – | Sell |
-1,086
| Closed | -$204K | – | 82 |
|
|
2019
Q4 | $204K | Buy |
+1,086
| New | +$204K | 0.05% | 73 |
|