Visionary Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
35,000
| – | – | 0.01% | 558 |
|
|
2025
Q1 | $148K | Hold |
35,000
| – | – | 0.01% | 528 |
|
|
2024
Q4 | $168K | Hold |
35,000
| – | – | 0.01% | 524 |
|
|
2024
Q3 | $121K | Hold |
35,000
| – | – | 0.01% | 521 |
|
|
2024
Q2 | $152K | Hold |
35,000
| – | – | 0.01% | 494 |
|
|
2024
Q1 | $204K | Hold |
35,000
| – | – | 0.01% | 472 |
|
|
2023
Q4 | $216K | Hold |
35,000
| – | – | 0.02% | 450 |
|
|
2023
Q3 | $217K | Hold |
35,000
| – | – | 0.02% | 415 |
|
|
2023
Q2 | $236K | Hold |
35,000
| – | – | 0.02% | 407 |
|
|
2023
Q1 | $238K | Buy |
+35,000
| New | +$238K | 0.02% | 391 |
|