CCWM
Cassaday & Co Wealth Management’s FVCBankcorp FVCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
24,088
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $255K | Hold |
24,088
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $303K | Hold |
24,088
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $314K | Hold |
24,088
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $263K | Hold |
24,088
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $293K | Hold |
24,088
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $342K | Hold |
24,088
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $309K | Hold |
24,088
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $259K | Hold |
24,088
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $257K | Sell |
24,088
-573
| -2% | -$6.1K | 0.01% | 221 |
|
|
2022
Q4 | $470K | Buy |
+24,661
| New | +$470K | 0.02% | 151 |
|