CPA
Clear Point Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
1,712
+2
| +0.1% | +$710 | 0.51% | 59 |
|
|
2025
Q1 | $599K | Sell |
1,710
-39
| -2% | -$13.7K | 0.54% | 53 |
|
|
2024
Q4 | $553K | Sell |
1,749
-48
| -3% | -$15.2K | 0.47% | 63 |
|
|
2024
Q3 | $494K | Buy |
1,797
+1
| +0.1% | +$275 | 0.38% | 66 |
|
|
2024
Q2 | $471K | Buy |
1,796
+4
| +0.2% | +$1.05K | 0.39% | 67 |
|
|
2024
Q1 | $500K | Buy |
1,792
+97
| +6% | +$27.1K | 0.41% | 67 |
|
|
2023
Q4 | $441K | Buy |
+1,695
| New | +$441K | 0.39% | 64 |
|