CWA
Consilio Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
1,888
+120
| +7% | +$41.8K | 0.23% | 38 |
|
|
2025
Q1 | $620K | Buy |
1,768
+78
| +5% | +$27.3K | 0.26% | 35 |
|
|
2024
Q4 | $534K | Buy |
1,690
+60
| +4% | +$19K | 0.22% | 36 |
|
|
2024
Q3 | $448K | Buy |
1,630
+153
| +10% | +$42.1K | 0.18% | 39 |
|
|
2024
Q2 | $388K | Buy |
1,477
+51
| +4% | +$13.4K | 0.17% | 40 |
|
|
2024
Q1 | $398K | Buy |
1,426
+127
| +10% | +$35.5K | 0.19% | 38 |
|
|
2023
Q4 | $338K | Buy |
1,299
+227
| +21% | +$59.1K | 0.17% | 40 |
|
|
2023
Q3 | $245K | Sell |
1,072
-10
| -0.9% | -$2.29K | 0.14% | 43 |
|
|
2023
Q2 | $257K | Buy |
1,082
+25
| +2% | +$5.94K | 0.14% | 40 |
|
|
2023
Q1 | $238K | Buy |
1,057
+75
| +8% | +$16.9K | 0.13% | 45 |
|
|
2022
Q4 | $204K | Buy |
+982
| New | +$204K | 0.13% | 47 |
|