CWA
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CogentBlue Wealth Advisors’s Visa V Stock Holding History

CogentBlue Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448K Buy
1,261
+60
+5% +$21.3K 0.34% 42
2025
Q1 		$421K Buy
1,201
+486
+68% +$170K 0.37% 38
2024
Q4 		$226K Buy
+715
New +$226K 0.2% 51