CWG
Cornerstone Wealth Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
27,506
+1,098
| +4% | +$390K | 0.73% | 35 |
|
|
2025
Q1 | $9.26M | Sell |
26,408
-564
| -2% | -$198K | 0.77% | 36 |
|
|
2024
Q4 | $8.52M | Sell |
26,972
-12,373
| -31% | -$3.91M | 0.7% | 35 |
|
|
2024
Q3 | $10.8M | Buy |
39,345
+952
| +2% | +$262K | 0.89% | 27 |
|
|
2024
Q2 | $10.1M | Buy |
38,393
+2,072
| +6% | +$544K | 0.9% | 25 |
|
|
2024
Q1 | $10.1M | Buy |
36,321
+3,936
| +12% | +$1.1M | 0.93% | 24 |
|
|
2023
Q4 | $8.43M | Sell |
32,385
-738
| -2% | -$192K | 1.21% | 18 |
|
|
2023
Q3 | $7.62M | Sell |
33,123
-854
| -3% | -$196K | 1.35% | 14 |
|
|
2023
Q2 | $8.07M | Buy |
33,977
+1,173
| +4% | +$279K | 1.46% | 15 |
|
|
2023
Q1 | $7.4M | Sell |
32,804
-783
| -2% | -$177K | 1.32% | 18 |
|
|
2022
Q4 | $6.98M | Sell |
33,587
-88
| -0.3% | -$18.3K | 1.32% | 17 |
|
|
2022
Q3 | $5.98M | Sell |
33,675
-363
| -1% | -$64.5K | 1.32% | 18 |
|
|
2022
Q2 | $6.7M | Buy |
34,038
+2,435
| +8% | +$479K | 1.4% | 18 |
|
|
2022
Q1 | $7.01M | Sell |
31,603
-719
| -2% | -$159K | 1.29% | 15 |
|
|
2021
Q4 | $7.01M | Buy |
32,322
+1,517
| +5% | +$329K | 1.2% | 22 |
|
|
2021
Q3 | $6.86M | Buy |
30,805
+1,695
| +6% | +$378K | 1.21% | 17 |
|
|
2021
Q2 | $7M | Buy |
29,110
+2,977
| +11% | +$716K | 1.43% | 13 |
|
|
2021
Q1 | $5.94M | Buy |
26,133
+6,874
| +36% | +$1.56M | 1.21% | 15 |
|
|
2020
Q4 | $4.21M | Buy |
19,259
+2,674
| +16% | +$585K | 1.04% | 21 |
|
|
2020
Q3 | $3.32M | Buy |
16,585
+1,605
| +11% | +$321K | 0.91% | 32 |
|
|
2020
Q2 | $2.89M | Sell |
14,980
-3,308
| -18% | -$639K | 0.73% | 38 |
|
|
2020
Q1 | $2.95M | Buy |
18,288
+4,136
| +29% | +$666K | 1.04% | 31 |
|
|
2019
Q4 | $2.66M | Buy |
14,152
+5,369
| +61% | +$1.01M | 0.72% | 45 |
|
|
2019
Q3 | $1.51M | Buy |
8,783
+1,676
| +24% | +$288K | 0.38% | 73 |
|
|
2019
Q2 | $1.23M | Sell |
7,107
-2,625
| -27% | -$455K | 0.33% | 88 |
|
|
2019
Q1 | $1.52M | Buy |
+9,732
| New | +$1.52M | 0.38% | 58 |
|