CCWM
Cassaday & Co Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
36,201
-181
| -0.5% | -$64.3K | 0.32% | 26 |
|
|
2025
Q1 | $12.8M | Buy |
36,382
+171
| +0.5% | +$59.9K | 0.36% | 24 |
|
|
2024
Q4 | $11.4M | Buy |
36,211
+86
| +0.2% | +$27.2K | 0.31% | 25 |
|
|
2024
Q3 | $9.93M | Sell |
36,125
-383
| -1% | -$105K | 0.28% | 25 |
|
|
2024
Q2 | $9.58M | Buy |
36,508
+73
| +0.2% | +$19.2K | 0.3% | 26 |
|
|
2024
Q1 | $10.2M | Buy |
36,435
+172
| +0.5% | +$48K | 0.33% | 26 |
|
|
2023
Q4 | $9.44M | Buy |
36,263
+1,059
| +3% | +$276K | 0.33% | 25 |
|
|
2023
Q3 | $8.1M | Sell |
35,204
-207
| -0.6% | -$47.6K | 0.34% | 24 |
|
|
2023
Q2 | $8.41M | Sell |
35,411
-1,179
| -3% | -$280K | 0.33% | 25 |
|
|
2023
Q1 | $8.25M | Sell |
36,590
-7
| -0% | -$1.58K | 0.35% | 24 |
|
|
2022
Q4 | $7.6M | Buy |
+36,597
| New | +$7.6M | 0.35% | 28 |
|