CWA
Clarus Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+576
| New | +$204K | 0.09% | 86 |
|
|
2024
Q2 | – | Sell |
-1,329
| Closed | -$365K | – | 144 |
|
|
2024
Q1 | $365K | Sell |
1,329
-22
| -2% | -$6.04K | 0.21% | 92 |
|
|
2023
Q4 | $362K | Buy |
+1,351
| New | +$362K | 0.21% | 86 |
|
|
2023
Q2 | $380K | Buy |
1,609
+14
| +0.9% | +$3.31K | 0.23% | 84 |
|
|
2023
Q1 | $360K | Buy |
+1,595
| New | +$360K | 0.23% | 87 |
|
|
2021
Q4 | – | Sell |
-1,255
| Closed | -$281K | – | 120 |
|
|
2021
Q3 | $281K | Buy |
+1,255
| New | +$281K | 0.17% | 83 |
|
|
2021
Q2 | – | Sell |
-2,599
| Closed | -$578K | – | 135 |
|
|
2021
Q1 | $578K | Sell |
2,599
-96
| -4% | -$21.4K | 0.36% | 55 |
|
|
2020
Q4 | $574K | Hold |
2,695
| – | – | 0.38% | 49 |
|
|
2020
Q3 | $540K | Buy |
2,695
+82
| +3% | +$16.4K | 0.42% | 51 |
|
|
2020
Q2 | $507K | Sell |
2,613
-1,069
| -29% | -$207K | 0.43% | 49 |
|
|
2020
Q1 | $559K | Sell |
3,682
-49
| -1% | -$7.44K | 0.56% | 53 |
|
|
2019
Q4 | $721K | Sell |
3,731
-1,791
| -32% | -$346K | 0.48% | 60 |
|
|
2019
Q3 | $950K | Buy |
5,522
+3,470
| +169% | +$597K | 0.69% | 26 |
|
|
2019
Q2 | $356K | Sell |
2,052
-45
| -2% | -$7.81K | 0.26% | 70 |
|
|
2019
Q1 | $328K | Sell |
2,097
-342
| -14% | -$53.5K | 0.25% | 60 |
|
|
2018
Q4 | $322K | Sell |
2,439
-173
| -7% | -$22.8K | 0.51% | 34 |
|
|
2018
Q3 | $392K | Sell |
2,612
-148
| -5% | -$22.2K | 0.26% | 44 |
|
|
2018
Q2 | $330K | Hold |
2,760
| – | – | 0.25% | 43 |
|
|
2018
Q1 | $330K | Buy |
+2,760
| New | +$330K | 0.3% | 43 |
|