Momentous Wealth Management’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.32M	Sell	117,467 -28	-0%	-$554	1.5%	12
2025 Q1	$2.17M	Buy	+117,495	New	+$2.17M	1.54%	12