CWP
Curated Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,045
-235
| -7% | -$83.4K | 0.13% | 51 |
|
|
2025
Q1 | $1.15M | Buy |
3,280
+153
| +5% | +$53.6K | 0.15% | 42 |
|
|
2024
Q4 | $988K | Sell |
3,127
-260
| -8% | -$82.2K | 0.11% | 51 |
|
|
2024
Q3 | $931K | Hold |
3,387
| – | – | 0.12% | 51 |
|
|
2024
Q2 | $889K | Buy |
+3,387
| New | +$889K | 0.12% | 48 |
|
|
2024
Q1 | – | Sell |
-4,069
| Closed | -$1.06M | – | 136 |
|
|
2023
Q4 | $1.06M | Buy |
4,069
+160
| +4% | +$41.7K | 0.17% | 40 |
|
|
2023
Q3 | $899K | Buy |
3,909
+786
| +25% | +$181K | 0.16% | 41 |
|
|
2023
Q2 | $742K | Sell |
3,123
-94
| -3% | -$22.3K | 0.14% | 52 |
|
|
2023
Q1 | $725K | Sell |
3,217
-156
| -5% | -$35.2K | 0.16% | 49 |
|
|
2022
Q4 | $701K | Buy |
3,373
+19
| +0.6% | +$3.95K | 0.17% | 51 |
|
|
2022
Q3 | $595K | Sell |
3,354
-12
| -0.4% | -$2.13K | 0.17% | 51 |
|
|
2022
Q2 | $662K | Sell |
3,366
-181
| -5% | -$35.6K | 0.19% | 46 |
|
|
2022
Q1 | $770K | Hold |
3,547
| – | – | 0.26% | 45 |
|
|
2021
Q4 | $770K | Buy |
3,547
+193
| +6% | +$41.9K | 0.25% | 47 |
|
|
2021
Q3 | $747K | Sell |
3,354
-8
| -0.2% | -$1.78K | 0.42% | 43 |
|
|
2021
Q2 | $787K | Buy |
3,362
+55
| +2% | +$12.9K | 0.43% | 40 |
|
|
2021
Q1 | $700K | Buy |
3,307
+61
| +2% | +$12.9K | 0.43% | 41 |
|
|
2020
Q4 | $710K | Buy |
+3,246
| New | +$710K | 0.46% | 36 |
|