AWA
Aletheian Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
1,758
-78
| -4% | -$27.7K | 0.31% | 50 |
|
|
2025
Q1 | $643K | Buy |
1,836
+292
| +19% | +$102K | 0.36% | 49 |
|
|
2024
Q4 | $488K | Buy |
1,544
+37
| +2% | +$11.7K | 0.29% | 52 |
|
|
2024
Q3 | $414K | Sell |
1,507
-2,197
| -59% | -$604K | 0.24% | 57 |
|
|
2024
Q2 | $972K | Buy |
3,704
+244
| +7% | +$64K | 0.51% | 46 |
|
|
2024
Q1 | $966K | Sell |
3,460
-420
| -11% | -$117K | 0.52% | 46 |
|
|
2023
Q4 | $1.01M | Sell |
3,880
-85
| -2% | -$22.1K | 0.67% | 37 |
|
|
2023
Q3 | $912K | Sell |
3,965
-1,402
| -26% | -$322K | 0.7% | 38 |
|
|
2023
Q2 | $1.27M | Buy |
5,367
+4,351
| +428% | +$1.03M | 0.87% | 31 |
|
|
2023
Q1 | $229K | Buy |
+1,016
| New | +$229K | 0.2% | 59 |
|