CWM
Compass Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
8,597
-238
| -3% | -$84.5K | 0.73% | 53 |
|
|
2025
Q1 | $3.1M | Sell |
8,835
-100
| -1% | -$35K | 0.79% | 52 |
|
|
2024
Q4 | $2.82M | Sell |
8,935
-271
| -3% | -$85.6K | 0.68% | 59 |
|
|
2024
Q3 | $2.53M | Sell |
9,206
-15
| -0.2% | -$4.12K | 0.6% | 60 |
|
|
2024
Q2 | $2.42M | Hold |
9,221
| – | – | 0.6% | 61 |
|
|
2024
Q1 | $2.57M | Sell |
9,221
-100
| -1% | -$27.9K | 0.64% | 55 |
|
|
2023
Q4 | $2.43M | Hold |
9,321
| – | – | 0.68% | 52 |
|
|
2023
Q3 | $2.14M | Buy |
9,321
+73
| +0.8% | +$16.8K | 0.67% | 49 |
|
|
2023
Q2 | $2.2M | Sell |
9,248
-15
| -0.2% | -$3.56K | 0.66% | 49 |
|
|
2023
Q1 | $2.09M | Sell |
9,263
-106
| -1% | -$23.9K | 0.66% | 48 |
|
|
2022
Q4 | $1.95M | Buy |
+9,369
| New | +$1.95M | 0.64% | 54 |
|