AWS
AJ Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.89M | Buy |
7,958
+171
| +2% | +$40.6K | 0.09% | 98 |
|
|
2023
Q1 | $1.76M | Buy |
7,787
+13
| +0.2% | +$2.93K | 0.09% | 97 |
|
|
2022
Q4 | $1.62M | Hold |
7,774
| – | – | 0.08% | 100 |
|
|
2022
Q3 | $1.38M | Buy |
7,774
+44
| +0.6% | +$7.82K | 0.08% | 104 |
|
|
2022
Q2 | $1.52M | Sell |
7,730
-144
| -2% | -$28.4K | 0.08% | 103 |
|
|
2022
Q1 | $1.75M | Hold |
7,874
| – | – | 0.09% | 104 |
|
|
2021
Q4 | $1.71M | Sell |
7,874
-26
| -0.3% | -$5.63K | 0.08% | 101 |
|
|
2021
Q3 | $1.76M | Buy |
7,900
+237
| +3% | +$52.8K | 0.1% | 89 |
|
|
2021
Q2 | $1.79M | Sell |
7,663
-140
| -2% | -$32.7K | 0.11% | 86 |
|
|
2021
Q1 | $1.65M | Sell |
7,803
-200
| -2% | -$42.3K | 0.12% | 83 |
|
|
2020
Q4 | $1.75M | Buy |
8,003
+50
| +0.6% | +$10.9K | 0.15% | 64 |
|
|
2020
Q3 | $1.59M | Buy |
7,953
+6,579
| +479% | +$1.32M | 0.16% | 60 |
|
|
2020
Q2 | $265K | Sell |
1,374
-5,580
| -80% | -$1.08M | 0.03% | 165 |
|
|
2020
Q1 | $1.12M | Buy |
+6,954
| New | +$1.12M | 0.15% | 51 |
|