CCMI
Creative Capital Management Investments’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
298
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $104K | Sell |
298
-1,102
| -79% | -$386K | 0.04% | 75 |
|
|
2024
Q4 | $442K | Sell |
1,400
-25
| -2% | -$7.9K | 0.19% | 29 |
|
|
2024
Q3 | $392K | Hold |
1,425
| – | – | 0.16% | 29 |
|
|
2024
Q2 | $374K | Hold |
1,425
| – | – | 0.18% | 25 |
|
|
2024
Q1 | $398K | Hold |
1,425
| – | – | 0.21% | 25 |
|
|
2023
Q4 | $371K | Hold |
1,425
| – | – | 0.21% | 24 |
|
|
2023
Q3 | $328K | Hold |
1,425
| – | – | 0.22% | 25 |
|
|
2023
Q2 | $338K | Hold |
1,425
| – | – | 0.24% | 27 |
|
|
2023
Q1 | $321K | Buy |
1,425
+25
| +2% | +$5.64K | 0.23% | 30 |
|
|
2022
Q4 | $291K | Buy |
+1,400
| New | +$291K | 0.25% | 26 |
|