4WM
4J Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,052
-25
| -2% | -$8.88K | 0.25% | 62 |
|
|
2025
Q1 | $377K | Buy |
1,077
+103
| +11% | +$36.1K | 0.3% | 57 |
|
|
2024
Q4 | $308K | Buy |
974
+7
| +0.7% | +$2.21K | 0.25% | 65 |
|
|
2024
Q3 | $266K | Hold |
967
| – | – | 0.21% | 76 |
|
|
2024
Q2 | $254K | Sell |
967
-10
| -1% | -$2.63K | 0.21% | 74 |
|
|
2024
Q1 | $273K | Buy |
977
+1
| +0.1% | +$279 | 0.24% | 73 |
|
|
2023
Q4 | $254K | Hold |
976
| – | – | 0.23% | 70 |
|
|
2023
Q3 | $224K | Buy |
976
+12
| +1% | +$2.76K | 0.22% | 78 |
|
|
2023
Q2 | $229K | Hold |
964
| – | – | 0.22% | 78 |
|
|
2023
Q1 | $217K | Sell |
964
-8
| -0.8% | -$1.8K | 0.23% | 72 |
|
|
2022
Q4 | $202K | Buy |
+972
| New | +$202K | 0.23% | 75 |
|
|
2022
Q2 | – | Sell |
-936
| Closed | -$208K | – | 84 |
|
|
2022
Q1 | $208K | Sell |
936
-75
| -7% | -$16.7K | 0.18% | 73 |
|
|
2021
Q4 | $219K | Sell |
1,011
-73
| -7% | -$15.8K | 0.18% | 72 |
|
|
2021
Q3 | $241K | Sell |
1,084
-32
| -3% | -$7.11K | 0.21% | 68 |
|
|
2021
Q2 | $261K | Hold |
1,116
| – | – | 0.23% | 65 |
|
|
2021
Q1 | $236K | Sell |
1,116
-18
| -2% | -$3.81K | 0.22% | 68 |
|
|
2020
Q4 | $248K | Buy |
+1,134
| New | +$248K | 0.24% | 65 |
|