CWP
CFM Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
45,440
+945
| +2% | +$336K | 2.57% | 8 |
|
|
2025
Q1 | $15.6M | Buy |
44,495
+746
| +2% | +$261K | 2.75% | 6 |
|
|
2024
Q4 | $13.8M | Buy |
43,749
+891
| +2% | +$282K | 2.33% | 8 |
|
|
2024
Q3 | $11.8M | Buy |
42,858
+1,354
| +3% | +$372K | 2.06% | 7 |
|
|
2024
Q2 | $10.9M | Buy |
41,504
+3,057
| +8% | +$802K | 2% | 9 |
|
|
2024
Q1 | $10.7M | Buy |
38,447
+2,139
| +6% | +$597K | 2.15% | 8 |
|
|
2023
Q4 | $9.45M | Buy |
36,308
+904
| +3% | +$235K | 2.14% | 8 |
|
|
2023
Q3 | $8.14M | Buy |
35,404
+3,338
| +10% | +$768K | 2.13% | 9 |
|
|
2023
Q2 | $7.62M | Buy |
32,066
+1,329
| +4% | +$316K | 1.85% | 9 |
|
|
2023
Q1 | $6.93M | Sell |
30,737
-138
| -0.4% | -$31.1K | 1.87% | 9 |
|
|
2022
Q4 | $6.41M | Sell |
30,875
-80
| -0.3% | -$16.6K | 1.92% | 10 |
|
|
2022
Q3 | $5.5M | Buy |
30,955
+188
| +0.6% | +$33.4K | 1.76% | 11 |
|
|
2022
Q2 | $6.06M | Sell |
30,767
-260
| -0.8% | -$51.2K | 1.82% | 11 |
|
|
2022
Q1 | $6.88M | Buy |
31,027
+115
| +0.4% | +$25.5K | 1.65% | 12 |
|
|
2021
Q4 | $6.85M | Buy |
30,912
+13
| +0% | +$2.88K | 1.53% | 16 |
|
|
2021
Q3 | $6.88M | Buy |
30,899
+7
| +0% | +$1.56K | 1.73% | 14 |
|
|
2021
Q2 | $7.22M | Buy |
30,892
+65
| +0.2% | +$15.2K | 1.92% | 13 |
|
|
2021
Q1 | $6.53M | Buy |
30,827
+23
| +0.1% | +$4.87K | 1.97% | 12 |
|
|
2020
Q4 | $6.74M | Sell |
30,804
-1,365
| -4% | -$299K | 2.15% | 11 |
|
|
2020
Q3 | $6.43M | Buy |
32,169
+358
| +1% | +$71.6K | 2.35% | 9 |
|
|
2020
Q2 | $6.14M | Buy |
31,811
+1,000
| +3% | +$193K | 2.33% | 10 |
|
|
2020
Q1 | $4.96M | Buy |
30,811
+925
| +3% | +$149K | 2.31% | 10 |
|
|
2019
Q4 | $6.01M | Buy |
+29,886
| New | +$6.01M | 2.21% | 10 |
|