CWA
Carolina Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2K | Hold |
71
| – | – | 0.01% | 115 |
|
|
2025
Q1 | $24.9K | Hold |
71
| – | – | 0.01% | 109 |
|
|
2024
Q4 | $22.4K | Sell |
71
-320
| -82% | -$101K | 0.01% | 120 |
|
|
2024
Q3 | $108K | Sell |
391
-7
| -2% | -$1.93K | 0.05% | 70 |
|
|
2024
Q2 | $104K | Hold |
398
| – | – | 0.05% | 69 |
|
|
2024
Q1 | $111K | Hold |
398
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $104K | Hold |
398
| – | – | 0.05% | 84 |
|
|
2023
Q3 | $91.5K | Hold |
398
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $94.5K | Buy |
398
+375
| +1,630% | +$89.1K | 0.06% | 79 |
|
|
2023
Q1 | $5.19K | Hold |
23
| – | – | ﹤0.01% | 178 |
|
|
2022
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 174 |
|
|
2022
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 188 |
|
|
2022
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 198 |
|
|
2022
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 213 |
|
|
2021
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $5K | Sell |
23
-29
| -56% | -$6.3K | ﹤0.01% | 222 |
|
|
2021
Q1 | $11K | Buy |
52
+29
| +126% | +$6.14K | 0.01% | 201 |
|
|
2020
Q4 | $5K | Sell |
23
-34
| -60% | -$7.39K | ﹤0.01% | 180 |
|
|
2020
Q3 | $11K | Buy |
+57
| New | +$11K | 0.01% | 131 |
|