AWM
Activest Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
599
-88
| -13% | -$31.3K | 0.05% | 95 |
|
|
2025
Q1 | $241K | Buy |
687
+260
| +61% | +$91.1K | 0.06% | 84 |
|
|
2024
Q4 | $135K | Sell |
427
-118
| -22% | -$37.3K | 0.04% | 103 |
|
|
2024
Q3 | $150K | Buy |
545
+133
| +32% | +$36.6K | 0.05% | 95 |
|
|
2024
Q2 | $108K | Buy |
412
+125
| +44% | +$32.8K | 0.04% | 122 |
|
|
2024
Q1 | $80K | Buy |
287
+1
| +0.3% | +$279 | 0.04% | 90 |
|
|
2023
Q4 | $74.6K | Hold |
286
| – | – | 0.04% | 71 |
|
|
2023
Q3 | $65.8K | Sell |
286
-175
| -38% | -$40.3K | 0.04% | 78 |
|
|
2023
Q2 | $72.3K | Buy |
461
+176
| +62% | +$27.6K | 0.05% | 51 |
|
|
2023
Q1 | $63.6K | Sell |
285
-14,352
| -98% | -$3.2M | 0.04% | 75 |
|
|
2022
Q4 | $3.06M | Buy |
14,637
+125
| +0.9% | +$26.1K | 0.91% | 12 |
|
|
2022
Q3 | $2.62M | Buy |
14,512
+14,197
| +4,507% | +$2.56M | 0.85% | 12 |
|
|
2022
Q2 | $62K | Hold |
315
| – | – | 0.04% | 85 |
|
|
2022
Q1 | $70K | Sell |
315
-225
| -42% | -$50K | 0.05% | 86 |
|
|
2021
Q4 | $117K | Sell |
540
-977
| -64% | -$212K | 0.07% | 67 |
|
|
2021
Q3 | $338K | Buy |
1,517
+852
| +128% | +$190K | 0.23% | 48 |
|
|
2021
Q2 | $155K | Sell |
665
-1,109
| -63% | -$258K | 0.12% | 57 |
|
|
2021
Q1 | $376K | Buy |
+1,774
| New | +$376K | 0.31% | 39 |
|