CWA
Canvas Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
1,933
-389
| -17% | -$138K | 0.14% | 87 |
|
|
2025
Q1 | $770K | Buy |
2,322
+158
| +7% | +$52.4K | 0.2% | 77 |
|
|
2024
Q4 | $684K | Buy |
2,164
+68
| +3% | +$21.5K | 0.17% | 81 |
|
|
2024
Q3 | $576K | Buy |
2,096
+289
| +16% | +$79.5K | 0.16% | 79 |
|
|
2024
Q2 | $475K | Sell |
1,807
-257
| -12% | -$67.6K | 0.15% | 84 |
|
|
2024
Q1 | $563K | Buy |
2,064
+612
| +42% | +$167K | 0.19% | 67 |
|
|
2023
Q4 | $384K | Sell |
1,452
-47
| -3% | -$12.4K | 0.14% | 85 |
|
|
2023
Q3 | $350K | Sell |
1,499
-57
| -4% | -$13.3K | 0.14% | 84 |
|
|
2023
Q2 | $374K | Sell |
1,556
-542
| -26% | -$130K | 0.14% | 84 |
|
|
2023
Q1 | $480K | Sell |
2,098
-157
| -7% | -$36K | 0.2% | 72 |
|
|
2022
Q4 | $495K | Buy |
2,255
+506
| +29% | +$111K | 0.21% | 74 |
|
|
2022
Q3 | $356K | Buy |
1,749
+10
| +0.6% | +$2.04K | 0.15% | 85 |
|
|
2022
Q2 | $342K | Buy |
1,739
+329
| +23% | +$64.7K | 0.14% | 91 |
|
|
2022
Q1 | $294K | Sell |
1,410
-439
| -24% | -$91.5K | 0.11% | 115 |
|
|
2021
Q4 | $401K | Buy |
1,849
+290
| +19% | +$62.9K | 0.14% | 98 |
|
|
2021
Q3 | $347K | Buy |
+1,559
| New | +$347K | 0.14% | 91 |
|