CJM Wealth Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $970K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $948K | Buy |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $227K | Buy |
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