AWM
Accurate Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
15,035
+706
| +5% | +$251K | 0.82% | 20 |
|
|
2025
Q1 | $4.78M | Buy |
14,329
+302
| +2% | +$101K | 0.91% | 17 |
|
|
2024
Q4 | $4.32M | Sell |
14,027
-1,565
| -10% | -$482K | 0.83% | 19 |
|
|
2024
Q3 | $4.35M | Buy |
15,592
+374
| +2% | +$104K | 0.87% | 22 |
|
|
2024
Q2 | $4.08M | Buy |
15,218
+137
| +0.9% | +$36.8K | 0.98% | 18 |
|
|
2024
Q1 | $4.07M | Sell |
15,081
-796
| -5% | -$215K | 1.19% | 18 |
|
|
2023
Q4 | $4.19M | Sell |
15,877
-882
| -5% | -$233K | 1.3% | 14 |
|
|
2023
Q3 | $4.04M | Buy |
16,759
+4,578
| +38% | +$1.1M | 1.27% | 16 |
|
|
2023
Q2 | $2.96M | Buy |
12,181
+6,381
| +110% | +$1.55M | 0.92% | 22 |
|
|
2023
Q1 | $1.31M | Buy |
5,800
+577
| +11% | +$131K | 0.45% | 59 |
|
|
2022
Q4 | $1.15M | Buy |
5,223
+3,875
| +287% | +$857K | 0.43% | 49 |
|
|
2022
Q3 | $249K | Sell |
1,348
-2,414
| -64% | -$446K | 0.1% | 154 |
|
|
2022
Q2 | $746K | Sell |
3,762
-87
| -2% | -$17.3K | 0.41% | 54 |
|
|
2022
Q1 | $854K | Sell |
3,849
-310
| -7% | -$68.8K | 0.38% | 59 |
|
|
2021
Q4 | $911K | Buy |
4,159
+228
| +6% | +$49.9K | 0.74% | 29 |
|
|
2021
Q3 | $879K | Sell |
3,931
-75
| -2% | -$16.8K | 0.77% | 30 |
|
|
2021
Q2 | $937K | Buy |
+4,006
| New | +$937K | 0.82% | 18 |
|