AWM
V icon

Adams Wealth Management’s Visa V Stock Holding History

Adams Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-591
Closed -$207K – 182
2025
Q4 		$207K Sell
591
-6
-1% -$2.04K 0.04% 169
2025
Q3 		$204K Sell
597
-24
-4% -$8.31K 0.04% 173
2025
Q2 		$220K Hold
621
– – 0.04% 159
2025
Q1 		$218K Sell
621
-14
-2% -$4.74K 0.04% 127
2024
Q4 		$201K Buy
+635
New +$191K 0.04% 112
2020
Q4 		– Sell
-662
Closed -$132K – 334
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% -$171K 0.62% 36
2019
Q4 		$748K Buy
+3,979
New +$717K 0.63% 48

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VCM
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return