CFS
Commonwealth Financial Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,936
+166
| +6% | +$58.9K | 0.2% | 69 |
|
|
2025
Q1 | $971K | Buy |
2,770
+17
| +0.6% | +$5.96K | 0.2% | 76 |
|
|
2024
Q4 | $870K | Buy |
2,753
+394
| +17% | +$125K | 0.17% | 71 |
|
|
2024
Q3 | $655K | Buy |
2,359
+113
| +5% | +$31.4K | 0.13% | 89 |
|
|
2024
Q2 | $598K | Sell |
2,246
-136
| -6% | -$36.2K | 0.12% | 93 |
|
|
2024
Q1 | $620K | Hold |
2,382
| – | – | 0.15% | 82 |
|
|
2023
Q4 | $620K | Buy |
2,382
+24
| +1% | +$6.25K | 0.15% | 82 |
|
|
2023
Q3 | $542K | Buy |
+2,358
| New | +$542K | 0.16% | 91 |
|
|
2017
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 250 |
|
|
2016
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 230 |
|
|
2016
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 221 |
|
|
2016
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 234 |
|
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 216 |
|
|
2015
Q4 | $2K | Hold |
32
| – | – | 0.01% | 222 |
|
|
2015
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 217 |
|
|
2015
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 227 |
|
|
2015
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 235 |
|