CAWM
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Capital A Wealth Management’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$458K Sell
1,305
-86
-6% -$30.1K 0.48% 23
2024
Q4
$440K Buy
+1,391
New +$440K 0.73% 30