CWM
CMH Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
19,745
-5,534
| -22% | -$1.96M | 1.63% | 30 |
|
|
2025
Q1 | $8.86M | Sell |
25,279
-687
| -3% | -$241K | 2.22% | 17 |
|
|
2024
Q4 | $8.21M | Buy |
25,966
+277
| +1% | +$87.5K | 1.88% | 20 |
|
|
2024
Q3 | $7.06M | Sell |
25,689
-30
| -0.1% | -$8.25K | 1.66% | 29 |
|
|
2024
Q2 | $6.75M | Sell |
25,719
-678
| -3% | -$178K | 1.66% | 29 |
|
|
2024
Q1 | $7.37M | Sell |
26,397
-1,617
| -6% | -$451K | 1.87% | 21 |
|
|
2023
Q4 | $7.29M | Buy |
28,014
+507
| +2% | +$132K | 1.77% | 24 |
|
|
2023
Q3 | $6.33M | Buy |
27,507
+538
| +2% | +$124K | 1.77% | 26 |
|
|
2023
Q2 | $6.4M | Buy |
26,969
+418
| +2% | +$99.3K | 1.72% | 25 |
|
|
2023
Q1 | $5.99M | Buy |
26,551
+9,105
| +52% | +$2.05M | 1.73% | 23 |
|
|
2022
Q4 | $3.62M | Buy |
17,446
+107
| +0.6% | +$22.2K | 1.16% | 40 |
|
|
2022
Q3 | $3.08M | Buy |
17,339
+303
| +2% | +$53.8K | 1.13% | 37 |
|
|
2022
Q2 | $3.35M | Buy |
17,036
+808
| +5% | +$159K | 1.21% | 37 |
|
|
2022
Q1 | $3.6M | Buy |
16,228
+1,414
| +10% | +$314K | 1.11% | 37 |
|
|
2021
Q4 | $3.21M | Buy |
14,814
+771
| +5% | +$167K | 0.97% | 40 |
|
|
2021
Q3 | $3.13M | Buy |
14,043
+357
| +3% | +$79.5K | 1.03% | 36 |
|
|
2021
Q2 | $3.2M | Buy |
13,686
+563
| +4% | +$132K | 1.07% | 36 |
|
|
2021
Q1 | $2.78M | Buy |
13,123
+69
| +0.5% | +$14.6K | 1.05% | 37 |
|
|
2020
Q4 | $2.86M | Buy |
13,054
+187
| +1% | +$40.9K | 1.05% | 36 |
|
|
2020
Q3 | $2.57M | Buy |
12,867
+403
| +3% | +$80.6K | 1.1% | 32 |
|
|
2020
Q2 | $2.41M | Sell |
12,464
-7,207
| -37% | -$1.39M | 1.15% | 35 |
|
|
2020
Q1 | $3.17M | Buy |
19,671
+307
| +2% | +$49.5K | 1.85% | 19 |
|
|
2019
Q4 | $3.64M | Sell |
19,364
-201
| -1% | -$37.8K | 1.87% | 18 |
|
|
2019
Q3 | $3.37M | Sell |
19,565
-710
| -4% | -$122K | 1.91% | 16 |
|
|
2019
Q2 | $3.52M | Sell |
20,275
-1,630
| -7% | -$283K | 2.06% | 15 |
|
|
2019
Q1 | $3.42M | Sell |
21,905
-255
| -1% | -$39.8K | 2.07% | 14 |
|
|
2018
Q4 | $2.92M | Buy |
22,160
+735
| +3% | +$97K | 1.76% | 20 |
|
|
2018
Q3 | $3.23M | Buy |
21,425
+2,550
| +14% | +$385K | 1.69% | 18 |
|
|
2018
Q2 | $2.5M | Buy |
18,875
+27
| +0.1% | +$3.58K | 1.43% | 21 |
|
|
2018
Q1 | $2.23M | Sell |
18,848
-190
| -1% | -$22.5K | 1.5% | 21 |
|
|
2017
Q4 | $2.18M | Sell |
19,038
-535
| -3% | -$61.3K | 1.44% | 26 |
|
|
2017
Q3 | $2.06M | Buy |
19,573
+70
| +0.4% | +$7.38K | 1.53% | 23 |
|
|
2017
Q2 | $1.84M | Buy |
19,503
+511
| +3% | +$48.1K | 1.46% | 29 |
|
|
2017
Q1 | $1.68M | Sell |
18,992
-325
| -2% | -$28.8K | 1.32% | 29 |
|
|
2016
Q4 | $1.57M | Buy |
+19,317
| New | +$1.57M | 1.37% | 30 |
|