CWP
Concord Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
9,295
-242
| -3% | -$85.9K | 0.48% | 45 |
|
|
2025
Q1 | $3.34M | Buy |
9,537
+338
| +4% | +$118K | 0.55% | 46 |
|
|
2024
Q4 | $2.91M | Sell |
9,199
-486
| -5% | -$154K | 0.48% | 54 |
|
|
2024
Q3 | $2.66M | Buy |
9,685
+852
| +10% | +$234K | 0.44% | 55 |
|
|
2024
Q2 | $2.32M | Buy |
8,833
+337
| +4% | +$88.4K | 0.41% | 58 |
|
|
2024
Q1 | $2.37M | Buy |
8,496
+1,925
| +29% | +$537K | 0.43% | 55 |
|
|
2023
Q4 | $1.71M | Buy |
6,571
+1,226
| +23% | +$319K | 0.34% | 64 |
|
|
2023
Q3 | $1.23M | Buy |
5,345
+413
| +8% | +$95K | 0.26% | 70 |
|
|
2023
Q2 | $1.17M | Buy |
4,932
+1,642
| +50% | +$390K | 0.25% | 63 |
|
|
2023
Q1 | $742K | Sell |
3,290
-9
| -0.3% | -$2.03K | 0.21% | 68 |
|
|
2022
Q4 | $685K | Sell |
3,299
-1,058
| -24% | -$220K | 0.21% | 64 |
|
|
2022
Q3 | $774K | Sell |
4,357
-23
| -0.5% | -$4.09K | 0.25% | 64 |
|
|
2022
Q2 | $862K | Buy |
4,380
+181
| +4% | +$35.6K | 0.24% | 61 |
|
|
2022
Q1 | $931K | Sell |
4,199
-34
| -0.8% | -$7.54K | 0.24% | 54 |
|
|
2021
Q4 | $917K | Buy |
4,233
+1,661
| +65% | +$360K | 0.22% | 53 |
|
|
2021
Q3 | $573K | Sell |
2,572
-1,174
| -31% | -$262K | 0.23% | 33 |
|
|
2021
Q2 | $876K | Sell |
3,746
-118
| -3% | -$27.6K | 0.25% | 35 |
|
|
2021
Q1 | $818K | Buy |
3,864
+1,345
| +53% | +$285K | 0.28% | 33 |
|
|
2020
Q4 | $551K | Buy |
+2,519
| New | +$551K | 0.42% | 29 |
|