CWM
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CarsonAllaria Wealth Management’s Visa V Stock Holding History

CarsonAllaria Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$47.8K Hold
134
– – 0.03% 137
2025
Q1 		$47.2K Hold
134
– – 0.03% 132
2024
Q4 		$42.6K Hold
134
– – 0.02% 139
2024
Q3 		$37K Hold
134
– – 0.02% 148
2024
Q2 		$35.4K Buy
+134
New +$35.4K 0.02% 142