CWM

Cedar Wealth Management’s Visa V Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$377K	Hold	1,061	–	–	0.13%	56
2025 Q1	$372K	Sell	1,061 -697	-40%	-$244K	0.13%	58
2024 Q4	$556K	Sell	1,758 -20	-1%	-$6.32K	0.2%	42
2024 Q3	$489K	Sell	1,778 -443	-20%	-$122K	0.15%	69
2024 Q2	$583K	Buy	2,221 +10	+0.5%	+$2.63K	0.19%	69
2024 Q1	$617K	Sell	2,211 -242	-10%	-$67.5K	0.2%	62
2023 Q4	$639K	Sell	2,453 -9	-0.4%	-$2.34K	0.23%	53
2023 Q3	$566K	Buy	2,462 +8	+0.3%	+$1.84K	0.22%	59
2023 Q2	$583K	Sell	2,454 -50	-2%	-$11.9K	0.23%	56
2023 Q1	$565K	Hold	2,504	–	–	0.23%	58
2022 Q4	$520K	Buy	2,504 +55	+2%	+$11.4K	0.26%	55
2022 Q3	$435K	Sell	2,449 -9	-0.4%	-$1.6K	0.22%	71
2022 Q2	$484K	Sell	2,458 -689	-22%	-$136K	0.22%	69
2022 Q1	$698K	Sell	3,147 -1,040	-25%	-$231K	0.28%	55
2021 Q4	$907K	Buy	4,187 +951	+29%	+$206K	0.37%	53
2021 Q3	$721K	Buy	3,236 +168	+5%	+$37.4K	0.32%	61
2021 Q2	$717K	Hold	3,068	–	–	0.32%	61
2021 Q1	$650K	Hold	3,068	–	–	0.32%	56
2020 Q4	$671K	Buy	3,068 +1,631	+114%	+$357K	0.36%	47
2020 Q3	$287K	Sell	1,437 -280	-16%	-$55.9K	0.18%	78
2020 Q2	$332K	Hold	1,717	–	–	0.22%	61
2020 Q1	$277K	Buy	1,717 +1,417	+472%	+$229K	0.19%	64
2019 Q4	$56K	Hold	300	–	–	0.03%	85
2019 Q3	$52K	Hold	300	–	–	0.03%	88
2019 Q2	$52K	Hold	300	–	–	0.03%	103
2019 Q1	$47K	Hold	300	–	–	0.03%	102
2018 Q4	$40K	Hold	300	–	–	0.03%	91
2018 Q3	$45K	Sell	300 -117	-28%	-$17.6K	0.02%	89
2018 Q2	$55K	Buy	417 +117	+39%	+$15.4K	0.03%	78
2018 Q1	$36K	Hold	300	–	–	0.02%	90
2017 Q4	$34K	Hold	300	–	–	0.02%	91
2017 Q3	$32K	Hold	300	–	–	0.02%	93
2017 Q2	$28K	Hold	300	–	–	0.02%	94
2017 Q1	$27K	Hold	300	–	–	0.02%	90
2016 Q4	$23K	Hold	300	–	–	0.02%	91
2016 Q3	$25K	Buy	+300	New	+$25K	0.02%	78