CWA
CJM Wealth Advisers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
3,732
+5
| +0.1% | +$1.78K | 0.44% | 24 |
|
|
2025
Q1 | $1.31M | Sell |
3,727
-187
| -5% | -$65.5K | 0.46% | 23 |
|
|
2024
Q4 | $1.24M | Buy |
3,914
+63
| +2% | +$19.9K | 0.42% | 22 |
|
|
2024
Q3 | $1.06M | Buy |
3,851
+166
| +5% | +$45.6K | 0.36% | 24 |
|
|
2024
Q2 | $970K | Sell |
3,685
-185
| -5% | -$48.7K | 0.36% | 25 |
|
|
2024
Q1 | $1.08M | Sell |
3,870
-253
| -6% | -$70.6K | 0.41% | 22 |
|
|
2023
Q4 | $1.07M | Hold |
4,123
| – | – | 0.47% | 21 |
|
|
2023
Q3 | $948K | Buy |
4,123
+3,049
| +284% | +$701K | 0.46% | 23 |
|
|
2023
Q2 | $255K | Hold |
1,074
| – | – | 0.13% | 48 |
|
|
2023
Q1 | $242K | Hold |
1,074
| – | – | 0.14% | 49 |
|
|
2022
Q4 | $223K | Buy |
+1,074
| New | +$223K | 0.14% | 50 |
|
|
2022
Q3 | – | Sell |
-1,047
| Closed | -$206K | – | 54 |
|
|
2022
Q2 | $206K | Hold |
1,047
| – | – | 0.14% | 53 |
|
|
2022
Q1 | $232K | Hold |
1,047
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $227K | Buy |
+1,047
| New | +$227K | 0.16% | 55 |
|