CM Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $546K | Hold |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $342M | Buy |
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|
2022
Q2 | $321K | Buy |
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