CWM
Curi Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48,902
| Closed | -$12.7M | – | 145 |
|
|
2023
Q4 | $12.7M | Sell |
48,902
-5,872
| -11% | -$1.53M | 1.76% | 15 |
|
|
2023
Q3 | $12.6M | Buy |
54,774
+1,327
| +2% | +$305K | 1.93% | 14 |
|
|
2023
Q2 | $12.7M | Sell |
53,447
-3,445
| -6% | -$818K | 1.72% | 18 |
|
|
2023
Q1 | $12.8M | Sell |
56,892
-6,948
| -11% | -$1.57M | 1.84% | 16 |
|
|
2022
Q4 | $13.3M | Sell |
63,840
-2,271
| -3% | -$472K | 1.86% | 16 |
|
|
2022
Q3 | $11.7M | Buy |
66,111
+4,223
| +7% | +$750K | 1.95% | 16 |
|
|
2022
Q2 | $12.2M | Sell |
61,888
-31
| -0.1% | -$6.1K | 2.35% | 15 |
|
|
2022
Q1 | $13.7M | Buy |
61,919
+246
| +0.4% | +$54.6K | 2.38% | 14 |
|
|
2021
Q4 | $13.4M | Buy |
61,673
+58,402
| +1,785% | +$12.7M | 2.31% | 16 |
|
|
2021
Q3 | $728K | Sell |
3,271
-63
| -2% | -$14K | 0.34% | 36 |
|
|
2021
Q2 | $779K | Buy |
3,334
+163
| +5% | +$38.1K | 0.39% | 35 |
|
|
2021
Q1 | $671K | Buy |
3,171
+22
| +0.7% | +$4.66K | 0.43% | 34 |
|
|
2020
Q4 | $688K | Buy |
+3,149
| New | +$688K | 0.5% | 30 |
|