CPC
Consolidated Planning Corp’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
2,274
+220
| +11% | +$78.1K | 0.1% | 126 |
|
|
2025
Q1 | $720K | Sell |
2,054
-72
| -3% | -$25.2K | 0.1% | 127 |
|
|
2024
Q4 | $672K | Sell |
2,126
-13,339
| -86% | -$4.22M | 0.09% | 116 |
|
|
2024
Q3 | $4.25M | Buy |
15,465
+2,750
| +22% | +$756K | 0.63% | 54 |
|
|
2024
Q2 | $3.34M | Buy |
12,715
+1,995
| +19% | +$524K | 0.55% | 57 |
|
|
2024
Q1 | $2.99M | Buy |
10,720
+2,315
| +28% | +$646K | 0.51% | 61 |
|
|
2023
Q4 | $2.19M | Buy |
8,405
+785
| +10% | +$204K | 0.41% | 64 |
|
|
2023
Q3 | $1.75M | Buy |
7,620
+770
| +11% | +$177K | 0.39% | 68 |
|
|
2023
Q2 | $1.63M | Buy |
6,850
+1,557
| +29% | +$371K | 0.34% | 74 |
|
|
2023
Q1 | $1.19M | Buy |
5,293
+4,183
| +377% | +$943K | 0.31% | 78 |
|
|
2022
Q4 | $231K | Sell |
1,110
-101
| -8% | -$21K | 0.06% | 110 |
|
|
2022
Q3 | $215K | Sell |
1,211
-195
| -14% | -$34.6K | 0.07% | 108 |
|
|
2022
Q2 | $277K | Buy |
1,406
+264
| +23% | +$52K | 0.09% | 100 |
|
|
2022
Q1 | $253K | Sell |
1,142
-9
| -0.8% | -$1.99K | 0.18% | 46 |
|
|
2021
Q4 | $249K | Buy |
1,151
+35
| +3% | +$7.57K | 0.16% | 55 |
|
|
2021
Q3 | $249K | Buy |
1,116
+10
| +0.9% | +$2.23K | 0.16% | 50 |
|
|
2021
Q2 | $258K | Sell |
1,106
-10
| -0.9% | -$2.33K | 0.19% | 45 |
|
|
2021
Q1 | $236K | Hold |
1,116
| – | – | 0.15% | 46 |
|
|
2020
Q4 | $244K | Buy |
+1,116
| New | +$244K | 0.16% | 43 |
|