CWM
Congress Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2M | Buy |
231,511
+46,466
| +25% | +$16.5M | 0.8% | 15 |
|
|
2025
Q1 | $64.8M | Buy |
185,045
+28,886
| +18% | +$10.1M | 0.78% | 20 |
|
|
2024
Q4 | $49.4M | Sell |
156,159
-10,880
| -7% | -$3.44M | 0.68% | 28 |
|
|
2024
Q3 | $45.9M | Buy |
167,039
+22,206
| +15% | +$6.11M | 0.61% | 30 |
|
|
2024
Q2 | $38M | Buy |
144,833
+16,615
| +13% | +$4.36M | 0.6% | 29 |
|
|
2024
Q1 | $35.8M | Buy |
128,218
+268
| +0.2% | +$74.8K | 0.62% | 31 |
|
|
2023
Q4 | $33.3M | Buy |
127,950
+5,351
| +4% | +$1.39M | 0.61% | 32 |
|
|
2023
Q3 | $28.2M | Buy |
122,599
+3,832
| +3% | +$881K | 0.58% | 34 |
|
|
2023
Q2 | $28.2M | Buy |
118,767
+890
| +0.8% | +$211K | 0.65% | 32 |
|
|
2023
Q1 | $26.6M | Sell |
117,877
-298
| -0.3% | -$67.2K | 0.64% | 31 |
|
|
2022
Q4 | $24.6M | Buy |
118,175
+4,002
| +4% | +$831K | 0.63% | 32 |
|
|
2022
Q3 | $20.3M | Buy |
114,173
+4,457
| +4% | +$792K | 0.55% | 37 |
|
|
2022
Q2 | $21.6M | Buy |
109,716
+486
| +0.4% | +$95.7K | 0.55% | 36 |
|
|
2022
Q1 | $24.2M | Buy |
109,230
+2,876
| +3% | +$638K | 0.53% | 39 |
|
|
2021
Q4 | $23M | Buy |
+106,354
| New | +$23M | 0.46% | 57 |
|