CWP
Core Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
6,652
+1,046
| +19% | +$371K | 1.2% | 21 |
|
|
2025
Q1 | $1.96M | Buy |
5,606
+399
| +8% | +$140K | 1.14% | 22 |
|
|
2024
Q4 | $1.65M | Buy |
5,207
+466
| +10% | +$147K | 0.94% | 26 |
|
|
2024
Q3 | $1.3M | Buy |
4,741
+634
| +15% | +$174K | 0.79% | 30 |
|
|
2024
Q2 | $1.08M | Buy |
4,107
+497
| +14% | +$131K | 0.74% | 32 |
|
|
2024
Q1 | $1.01M | Buy |
3,610
+384
| +12% | +$107K | 0.76% | 29 |
|
|
2023
Q4 | $840K | Buy |
3,226
+1
| +0% | +$260 | 0.69% | 30 |
|
|
2023
Q3 | $742K | Hold |
3,225
| – | – | 0.67% | 33 |
|
|
2023
Q2 | $766K | Hold |
3,225
| – | – | 0.71% | 33 |
|
|
2023
Q1 | $727K | Sell |
3,225
-5,714
| -64% | -$1.29M | 0.73% | 33 |
|
|
2022
Q4 | $262K | Buy |
+8,939
| New | +$262K | 0.29% | 73 |
|