CWMK
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Caliber Wealth Management (Kansas)’s Visa V Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.27M Sell
6,400
-588
-8% -$209K 0.24% 86
2025
Q1 		$2.45M Buy
+6,988
New +$2.45M 0.33% 79