CWA
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Crux Wealth Advisors’s Visa V Stock Holding History

Crux Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Buy
6,851
+563
+9% +$200K 1.04% 26
2025
Q1 		$2.2M Sell
6,288
-35
-0.6% -$12.3K 1.15% 25
2024
Q4 		$2M Buy
+6,323
New +$2M 1.11% 29