AWM
Allen Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
2,866
-258
| -8% | -$91.6K | 0.71% | 28 |
|
|
2025
Q1 | $1.09M | Sell |
3,124
-50
| -2% | -$17.5K | 0.75% | 30 |
|
|
2024
Q4 | $1M | Sell |
3,174
-299
| -9% | -$94.5K | 0.72% | 30 |
|
|
2024
Q3 | $955K | Sell |
3,473
-566
| -14% | -$156K | 0.66% | 30 |
|
|
2024
Q2 | $1.06M | Sell |
4,039
-178
| -4% | -$46.7K | 0.94% | 27 |
|
|
2024
Q1 | $1.18M | Buy |
4,217
+20
| +0.5% | +$5.58K | 1.04% | 25 |
|
|
2023
Q4 | $1.09M | Buy |
+4,197
| New | +$1.09M | 1.07% | 25 |
|