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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $202K | Hold |
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|
2025
Q3 | $225K | Hold |
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|
2025
Q2 | $173K | Hold |
|
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|
2025
Q1 | $148K | Hold |
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|
2024
Q4 | $168K | Hold |
|
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $204K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $238K | Buy |
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