CWM
Campbell Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $272K | Buy |
+861
| New | +$272K | 0.02% | 75 |
|
|
2024
Q3 | – | Sell |
-905
| Closed | -$238K | – | 85 |
|
|
2024
Q2 | $238K | Hold |
905
| – | – | 0.08% | 41 |
|
|
2024
Q1 | $253K | Buy |
+905
| New | +$253K | 0.03% | 73 |
|
|
2023
Q4 | – | Sell |
-1,122
| Closed | -$258K | – | 77 |
|
|
2023
Q3 | $258K | Buy |
1,122
+170
| +18% | +$39.1K | 0.03% | 58 |
|
|
2023
Q2 | $226K | Hold |
952
| – | – | 0.03% | 64 |
|
|
2023
Q1 | $215K | Sell |
952
-35
| -4% | -$7.9K | 0.03% | 69 |
|
|
2022
Q4 | $205K | Buy |
+987
| New | +$205K | 0.03% | 71 |
|
|
2022
Q3 | – | Sell |
-1,015
| Closed | -$200K | – | 77 |
|
|
2022
Q2 | $200K | Sell |
1,015
-142
| -12% | -$28K | 0.03% | 56 |
|
|
2022
Q1 | $257K | Hold |
1,157
| – | – | 0.03% | 61 |
|
|
2021
Q4 | $251K | Buy |
1,157
+25
| +2% | +$5.42K | 0.03% | 66 |
|
|
2021
Q3 | $252K | Buy |
+1,132
| New | +$252K | 0.03% | 59 |
|
|
2020
Q3 | – | Sell |
-941
| Closed | -$182K | – | 322 |
|
|
2020
Q2 | $182K | Buy |
+941
| New | +$182K | 0.03% | 60 |
|