CQWA
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Chokshi & Queen Wealth Advisors’s Visa V Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.3M Buy
12,113
+720
+6% +$256K 2.46% 8
2025
Q1 		$3.99M Sell
11,393
-140
-1% -$49.1K 2.44% 7
2024
Q4 		$3.64M Buy
+11,533
New +$3.64M 2.26% 9