CWM
Chronos Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
30,636
-11
| -0% | -$3.91K | 5.63% | 8 |
|
|
2025
Q1 | $10.7M | Sell |
30,647
-633
| -2% | -$222K | 5.76% | 5 |
|
|
2024
Q4 | $9.89M | Sell |
31,280
-173
| -0.6% | -$54.7K | 5.05% | 8 |
|
|
2024
Q3 | $8.65M | Buy |
31,453
+476
| +2% | +$131K | 4.51% | 9 |
|
|
2024
Q2 | $8.13M | Buy |
30,977
+266
| +0.9% | +$69.8K | 4.52% | 9 |
|
|
2024
Q1 | $8.57M | Sell |
30,711
-121
| -0.4% | -$33.8K | 5.01% | 7 |
|
|
2023
Q4 | $8.03M | Sell |
30,832
-204
| -0.7% | -$53.1K | 5.11% | 8 |
|
|
2023
Q3 | $7.14M | Sell |
31,036
-66
| -0.2% | -$15.2K | 5% | 7 |
|
|
2023
Q2 | $7.39M | Sell |
31,102
-154
| -0.5% | -$36.6K | 5.11% | 7 |
|
|
2023
Q1 | $7.05M | Sell |
31,256
-168
| -0.5% | -$37.9K | 5.29% | 7 |
|
|
2022
Q4 | $6.53M | Sell |
31,424
-51
| -0.2% | -$10.6K | 5.15% | 6 |
|
|
2022
Q3 | $5.59M | Sell |
31,475
-1,168
| -4% | -$208K | 4.63% | 9 |
|
|
2022
Q2 | $6.43M | Buy |
32,643
+200
| +0.6% | +$39.4K | 4.82% | 6 |
|
|
2022
Q1 | $7.2M | Buy |
32,443
+5
| +0% | +$1.11K | 4.58% | 8 |
|
|
2021
Q4 | $7.03M | Buy |
32,438
+678
| +2% | +$147K | 4.26% | 8 |
|
|
2021
Q3 | $7.08M | Buy |
31,760
+797
| +3% | +$178K | 4.81% | 7 |
|
|
2021
Q2 | $7.24M | Buy |
30,963
+198
| +0.6% | +$46.3K | 4.97% | 7 |
|
|
2021
Q1 | $6.51M | Buy |
30,765
+263
| +0.9% | +$55.7K | 4.93% | 7 |
|
|
2020
Q4 | $6.67M | Sell |
30,502
-171
| -0.6% | -$37.4K | 5.47% | 6 |
|
|
2020
Q3 | $6.13M | Buy |
30,673
+242
| +0.8% | +$48.4K | 5.52% | 5 |
|
|
2020
Q2 | $5.88M | Sell |
30,431
-840
| -3% | -$162K | 5.69% | 4 |
|
|
2020
Q1 | $5.04M | Buy |
31,271
+771
| +3% | +$124K | 5.81% | 5 |
|
|
2019
Q4 | $5.73M | Buy |
+30,500
| New | +$5.73M | 5.63% | 5 |
|