CA
CSM Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
1,350
+25
| +2% | +$8.89K | 0.01% | 342 |
|
|
2025
Q1 | $466K | Sell |
1,325
-5
| -0.4% | -$1.76K | 0.03% | 108 |
|
|
2024
Q4 | $419K | Buy |
1,330
+316
| +31% | +$99.6K | 0.02% | 109 |
|
|
2024
Q3 | $277K | Buy |
1,014
+164
| +19% | +$44.8K | 0.02% | 116 |
|
|
2024
Q2 | $222K | Sell |
850
-45
| -5% | -$11.8K | 0.02% | 125 |
|
|
2024
Q1 | $251K | Hold |
895
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $233K | Hold |
895
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $205K | Hold |
895
| – | – | 0.02% | 134 |
|
|
2023
Q2 | $213K | Sell |
895
-45
| -5% | -$10.7K | 0.02% | 146 |
|
|
2023
Q1 | $212K | Buy |
+940
| New | +$212K | 0.02% | 141 |
|