VWA
Visionary Wealth Advisors’s CSP Inc CSPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
740,187
+39,738
| +6% | +$514K | 0.49% | 52 |
|
|
2025
Q1 | $10.7M | Sell |
700,449
-66,393
| -9% | -$1.02M | 0.65% | 39 |
|
|
2024
Q4 | $12.3M | Buy |
766,842
+102,544
| +15% | +$1.65M | 0.72% | 32 |
|
|
2024
Q3 | $8.63M | Buy |
664,298
+65,132
| +11% | +$846K | 0.53% | 56 |
|
|
2024
Q2 | $8.93M | Buy |
599,166
+13,317
| +2% | +$198K | 0.58% | 44 |
|
|
2024
Q1 | $10.8M | Buy |
585,849
+292,446
| +100% | +$5.4M | 0.73% | 29 |
|
|
2023
Q4 | $5.87M | Buy |
293,403
+9,363
| +3% | +$187K | 0.43% | 66 |
|
|
2023
Q3 | $4.97M | Buy |
284,040
+1,722
| +0.6% | +$30.1K | 0.4% | 72 |
|
|
2023
Q2 | $3.36M | Buy |
282,318
+6,322
| +2% | +$75.3K | 0.27% | 99 |
|
|
2023
Q1 | $3.75M | Sell |
275,996
-241
| -0.1% | -$3.28K | 0.32% | 81 |
|
|
2022
Q4 | $2.61M | Buy |
276,237
+1,266
| +0.5% | +$11.9K | 0.24% | 98 |
|
|
2022
Q3 | $1.98M | Buy |
274,971
+1,296
| +0.5% | +$9.32K | 0.21% | 111 |
|
|
2022
Q2 | $2.49M | Buy |
273,675
+673
| +0.2% | +$6.12K | 0.22% | 108 |
|
|
2022
Q1 | $2.15M | Buy |
273,002
+2,369
| +0.9% | +$18.7K | 0.17% | 119 |
|
|
2021
Q4 | $2.38M | Buy |
270,633
+10,200
| +4% | +$89.7K | 0.2% | 110 |
|
|
2021
Q3 | $2.33M | Buy |
260,433
+4,645
| +2% | +$41.5K | 0.24% | 96 |
|
|
2021
Q2 | $2.7M | Buy |
255,788
+4,300
| +2% | +$45.4K | 0.27% | 88 |
|
|
2021
Q1 | $2.19M | Buy |
251,488
+22,350
| +10% | +$194K | 0.23% | 105 |
|
|
2020
Q4 | $1.77M | Buy |
229,138
+10,585
| +5% | +$81.8K | 0.2% | 104 |
|
|
2020
Q3 | $1.89M | Buy |
218,553
+3,670
| +2% | +$31.7K | 0.27% | 90 |
|
|
2020
Q2 | $1.74M | Sell |
214,883
-338
| -0.2% | -$2.74K | 0.27% | 95 |
|
|
2020
Q1 | $1.5M | Buy |
215,221
+179
| +0.1% | +$1.25K | 0.28% | 88 |
|
|
2019
Q4 | $2.81M | Buy |
+215,042
| New | +$2.81M | 0.5% | 56 |
|