CWA
CM Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
1,671
-56
| -3% | -$19.9K | 0.17% | 47 |
|
|
2025
Q1 | $605K | Hold |
1,727
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $546K | Hold |
1,727
| – | – | 0.18% | 50 |
|
|
2024
Q3 | $475K | Hold |
1,727
| – | – | 0.15% | 52 |
|
|
2024
Q2 | $453K | Sell |
1,727
-3,689
| -68% | -$968K | 0.22% | 43 |
|
|
2024
Q1 | $1.5M | Buy |
5,416
+3,460
| +177% | +$957K | 0.43% | 32 |
|
|
2023
Q4 | $509K | Hold |
1,956
| – | – | 0.22% | 44 |
|
|
2023
Q3 | $484K | Sell |
1,956
-3,892
| -67% | -$963K | 0.19% | 44 |
|
|
2023
Q2 | $1.38M | Sell |
5,848
-18,132
| -76% | -$4.27M | 0.45% | 24 |
|
|
2023
Q1 | $5.47M | Buy |
23,980
+22,348
| +1,369% | +$5.1M | 1.06% | 6 |
|
|
2022
Q4 | $339K | Sell |
1,632
-291
| -15% | -$60.5K | 0.17% | 48 |
|
|
2022
Q3 | $342M | Buy |
1,923
+291
| +18% | +$51.7M | 0.19% | 52 |
|
|
2022
Q2 | $321K | Buy |
+1,632
| New | +$321K | 0.2% | 52 |
|