AWM
Adams Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Sell |
621
-14
| -2% | -$4.91K | 0.04% | 127 |
|
|
2024
Q4 | $201K | Buy |
+635
| New | +$201K | 0.04% | 112 |
|
|
2020
Q4 | – | Sell |
-662
| Closed | -$132K | – | 325 |
|
|
2020
Q3 | $132K | Buy |
+662
| New | +$132K | 0.1% | 68 |
|
|
2020
Q2 | – | Sell |
-3,071
| Closed | -$495K | – | 92 |
|
|
2020
Q1 | $495K | Sell |
3,071
-908
| -23% | -$146K | 0.62% | 36 |
|
|
2019
Q4 | $748K | Buy |
+3,979
| New | +$748K | 0.63% | 48 |
|