CFM Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
|
|||||
|
2025
Q1 | $15.6M | Buy |
|
|||||
|
2024
Q4 | $13.8M | Buy |
|
|||||
|
2024
Q3 | $11.8M | Buy |
|
|||||
|
2024
Q2 | $10.9M | Buy |
|
|||||
|
2024
Q1 | $10.7M | Buy |
|
|||||
|
2023
Q4 | $9.45M | Buy |
|
|||||
|
2023
Q3 | $8.14M | Buy |
|
|||||
|
2023
Q2 | $7.62M | Buy |
|
|||||
|
2023
Q1 | $6.93M | Sell |
|
|||||
|
2022
Q4 | $6.41M | Sell |
|
|||||
|
2022
Q3 | $5.5M | Buy |
|
|||||
|
2022
Q2 | $6.06M | Sell |
|
|||||
|
2022
Q1 | $6.88M | Buy |
|
|||||
|
2021
Q4 | $6.84M | Buy |
|
|||||
|
2021
Q3 | $6.88M | Buy |
|
|||||
|
2021
Q2 | $7.22M | Buy |
|
|||||
|
2021
Q1 | $6.53M | Buy |
|
|||||
|
2020
Q4 | $6.74M | Sell |
|
|||||
|
2020
Q3 | $6.43M | Buy |
|
|||||
|
2020
Q2 | $6.14M | Buy |
|
|||||
|
2020
Q1 | $4.96M | Buy |
|
|||||
|
2019
Q4 | $6M | Buy |
|