CTWM
Cherry Tree Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
446
-13
| -3% | -$4.61K | 0.04% | 175 |
|
|
2025
Q1 | $161K | Buy |
459
+29
| +7% | +$10.2K | 0.04% | 170 |
|
|
2024
Q4 | $136K | Hold |
430
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $118K | Hold |
430
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $113K | Sell |
430
-9
| -2% | -$2.36K | 0.03% | 191 |
|
|
2024
Q1 | $122K | Buy |
439
+9
| +2% | +$2.51K | 0.03% | 189 |
|
|
2023
Q4 | $112K | Hold |
430
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $98.8K | Hold |
430
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $102K | Buy |
+430
| New | +$102K | 0.03% | 189 |
|