CAWM
Capital Advisors Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
15,684
+173
| +1% | +$61.4K | 0.88% | 31 |
|
|
2025
Q1 | $5.44M | Buy |
15,511
+459
| +3% | +$161K | 0.96% | 31 |
|
|
2024
Q4 | $4.76M | Buy |
15,052
+209
| +1% | +$66.1K | 0.85% | 31 |
|
|
2024
Q3 | $4.08M | Buy |
14,843
+294
| +2% | +$80.8K | 0.75% | 33 |
|
|
2024
Q2 | $3.82M | Buy |
14,549
+881
| +6% | +$231K | 0.75% | 33 |
|
|
2024
Q1 | $3.81M | Buy |
13,668
+644
| +5% | +$180K | 0.79% | 31 |
|
|
2023
Q4 | $3.39M | Buy |
13,024
+169
| +1% | +$44K | 0.77% | 32 |
|
|
2023
Q3 | $2.96M | Buy |
12,855
+206
| +2% | +$47.4K | 0.77% | 29 |
|
|
2023
Q2 | $3M | Buy |
12,649
+511
| +4% | +$121K | 0.77% | 30 |
|
|
2023
Q1 | $2.74M | Buy |
12,138
+370
| +3% | +$83.4K | 0.76% | 34 |
|
|
2022
Q4 | $2.44M | Buy |
11,768
+282
| +2% | +$58.6K | 0.74% | 32 |
|
|
2022
Q3 | $2.04M | Buy |
11,486
+19
| +0.2% | +$3.38K | 0.68% | 33 |
|
|
2022
Q2 | $2.26M | Buy |
11,467
+712
| +7% | +$140K | 0.73% | 29 |
|
|
2022
Q1 | $2.39M | Buy |
10,755
+192
| +2% | +$42.6K | 0.73% | 33 |
|
|
2021
Q4 | $2.29M | Buy |
10,563
+45
| +0.4% | +$9.75K | 0.7% | 32 |
|
|
2021
Q3 | $2.34M | Buy |
10,518
+594
| +6% | +$132K | 0.83% | 28 |
|
|
2021
Q2 | $2.32M | Buy |
9,924
+381
| +4% | +$89.1K | 0.86% | 29 |
|
|
2021
Q1 | $2.02M | Buy |
+9,543
| New | +$2.02M | 0.87% | 30 |
|