AWA
Acorn Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,861
+127
| +5% | +$45.1K | 0.38% | 64 |
|
|
2025
Q1 | $958K | Sell |
2,734
-2
| -0.1% | -$701 | 0.4% | 56 |
|
|
2024
Q4 | $865K | Buy |
2,736
+11
| +0.4% | +$3.48K | 0.36% | 60 |
|
|
2024
Q3 | $749K | Buy |
+2,725
| New | +$749K | 0.32% | 69 |
|
|
2018
Q3 | – | Sell |
-788
| Closed | -$104K | – | 423 |
|
|
2018
Q2 | $104K | Buy |
788
+1
| +0.1% | +$132 | 0.09% | 179 |
|
|
2018
Q1 | $101K | Buy |
787
+1
| +0.1% | +$128 | 0.09% | 180 |
|
|
2017
Q4 | $94K | Buy |
+786
| New | +$94K | 0.09% | 178 |
|