Visionary Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
2025
Q1
$148K Hold
2024
Q4
$168K Hold
2024
Q3
$121K Hold
2024
Q2
$152K Hold
2024
Q1
$204K Hold
2023
Q4
$216K Hold
2023
Q3
$217K Hold
2023
Q2
$236K Hold
2023
Q1
$238K Buy