CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,393
-62
| -2% | -$21.8K | 0.43% | 51 |
|
|
2025
Q1 | $1.14M | Buy |
3,455
+3
| +0.1% | +$994 | 0.47% | 46 |
|
|
2024
Q4 | $1.21M | Hold |
3,452
| – | – | 0.45% | 50 |
|
|
2024
Q3 | $1.01M | Buy |
3,452
+2
| +0.1% | +$584 | 0.38% | 60 |
|
|
2024
Q2 | $908K | Buy |
3,450
+2
| +0.1% | +$526 | 0.36% | 64 |
|
|
2024
Q1 | $949K | Buy |
3,448
+148
| +4% | +$40.7K | 0.4% | 59 |
|
|
2023
Q4 | $896K | Sell |
3,300
-100
| -3% | -$27.2K | 0.37% | 62 |
|
|
2023
Q3 | $805K | Hold |
3,400
| – | – | 0.38% | 64 |
|
|
2023
Q2 | $813K | Sell |
3,400
-25
| -0.7% | -$5.98K | 0.36% | 68 |
|
|
2023
Q1 | $792K | Buy |
3,425
+9
| +0.3% | +$2.08K | 0.36% | 71 |
|
|
2022
Q4 | $791K | Buy |
3,416
+13
| +0.4% | +$3.01K | 0.35% | 72 |
|
|
2022
Q3 | $648K | Hold |
3,403
| – | – | 0.31% | 80 |
|
|
2022
Q2 | $693K | Sell |
3,403
-25
| -0.7% | -$5.09K | 0.32% | 79 |
|
|
2022
Q1 | $744K | Hold |
3,428
| – | – | 0.3% | 75 |
|
|
2021
Q4 | $692K | Buy |
3,428
+75
| +2% | +$15.1K | 0.29% | 78 |
|
|
2021
Q3 | $739K | Buy |
3,353
+8
| +0.2% | +$1.76K | 0.3% | 77 |
|
|
2021
Q2 | $830K | Buy |
3,345
+445
| +15% | +$110K | 0.36% | 69 |
|
|
2021
Q1 | $667K | Hold |
2,900
| – | – | 0.3% | 77 |
|
|
2020
Q4 | $585K | Sell |
2,900
-25
| -0.9% | -$5.04K | 0.29% | 76 |
|
|
2020
Q3 | $622K | Buy |
2,925
+1,323
| +83% | +$281K | 0.33% | 70 |
|
|
2020
Q2 | $318K | Buy |
1,602
+335
| +26% | +$66.5K | 0.18% | 85 |
|
|
2020
Q1 | $230K | Buy |
+1,267
| New | +$230K | 0.14% | 91 |
|