CW
Connectus Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.14M | Sell |
77,733
-16,497
| -18% | -$455K | 0.06% | 176 |
|
|
2023
Q4 | $6.15M | Buy |
94,230
+58,333
| +163% | +$3.81M | 0.13% | 154 |
|
|
2023
Q3 | $6.63M | Buy |
35,897
+2,816
| +9% | +$520K | 0.15% | 143 |
|
|
2023
Q2 | $6.13M | Sell |
33,081
-773
| -2% | -$143K | 0.14% | 128 |
|
|
2023
Q1 | $5.98M | Buy |
33,854
+2,994
| +10% | +$529K | 0.15% | 132 |
|
|
2022
Q4 | $20.6M | Buy |
30,860
+1,136
| +4% | +$760K | 0.49% | 62 |
|
|
2022
Q3 | $19.6M | Sell |
29,724
-99,263
| -77% | -$65.6M | 0.41% | 72 |
|
|
2022
Q2 | $25.4M | Sell |
128,987
-76,259
| -37% | -$15M | 0.58% | 47 |
|
|
2022
Q1 | $45.4M | Sell |
205,246
-48,808
| -19% | -$10.8M | 1.44% | 16 |
|
|
2021
Q4 | $55.1M | Buy |
254,054
+22,051
| +10% | +$4.78M | 2.13% | 9 |
|
|
2021
Q3 | $51.7M | Buy |
232,003
+1,317
| +0.6% | +$293K | 5.78% | 6 |
|
|
2021
Q2 | $53.9M | Buy |
230,686
+479
| +0.2% | +$112K | 6.06% | 5 |
|
|
2021
Q1 | $50.4M | Buy |
+230,207
| New | +$50.4M | 6.04% | 6 |
|