CMA
Cedar Mountain Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Sell |
162
-5
| -3% | -$1.78K | 0.01% | 88 |
|
|
2025
Q1 | $58.5K | Buy |
167
+37
| +28% | +$13K | 0.01% | 84 |
|
|
2024
Q4 | $41.1K | Sell |
130
-23
| -15% | -$7.27K | 0.01% | 100 |
|
|
2024
Q3 | $42.1K | Sell |
153
-4
| -3% | -$1.1K | 0.01% | 95 |
|
|
2024
Q2 | $41.2K | Hold |
157
| – | – | 0.01% | 83 |
|
|
2024
Q1 | $43.8K | Hold |
157
| – | – | 0.01% | 79 |
|
|
2023
Q4 | $40.9K | Hold |
157
| – | – | 0.01% | 81 |
|
|
2023
Q3 | $36.1K | Hold |
157
| – | – | 0.01% | 82 |
|
|
2023
Q2 | $37.3K | Hold |
157
| – | – | 0.01% | 85 |
|
|
2023
Q1 | $35.4K | Sell |
157
-32
| -17% | -$7.22K | 0.01% | 87 |
|
|
2022
Q4 | $39.3K | Hold |
189
| – | – | 0.01% | 84 |
|
|
2022
Q3 | $34K | Hold |
189
| – | – | 0.01% | 86 |
|
|
2022
Q2 | $37K | Hold |
189
| – | – | 0.01% | 85 |
|
|
2022
Q1 | $42K | Hold |
189
| – | – | 0.01% | 85 |
|
|
2021
Q4 | $41K | Hold |
189
| – | – | 0.01% | 83 |
|
|
2021
Q3 | $42K | Buy |
189
+32
| +20% | +$7.11K | 0.01% | 76 |
|
|
2021
Q2 | $37K | Sell |
157
-1
| -0.6% | -$236 | 0.01% | 86 |
|
|
2021
Q1 | $33K | Hold |
158
| – | – | 0.01% | 96 |
|
|
2020
Q4 | $35K | Hold |
158
| – | – | 0.01% | 91 |
|
|
2020
Q3 | $32K | Hold |
158
| – | – | 0.01% | 85 |
|
|
2020
Q2 | $31K | Buy |
158
+80
| +103% | +$15.7K | 0.01% | 83 |
|
|
2020
Q1 | $13K | Hold |
78
| – | – | 0.01% | 114 |
|
|
2019
Q4 | $15K | Buy |
+78
| New | +$15K | 0.01% | 121 |
|