AWM
Ameliora Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
9,980
-4,851
| -33% | -$1.72M | 1.27% | 20 |
|
|
2025
Q1 | $5.2M | Buy |
14,831
+846
| +6% | +$296K | 1.96% | 14 |
|
|
2024
Q4 | $4.42M | Sell |
13,985
-522
| -4% | -$165K | 1.66% | 18 |
|
|
2024
Q3 | $3.99M | Sell |
14,507
-435
| -3% | -$120K | 1.66% | 18 |
|
|
2024
Q2 | $3.92M | Sell |
14,942
-167
| -1% | -$43.8K | 1.78% | 18 |
|
|
2024
Q1 | $4.22M | Buy |
15,109
+818
| +6% | +$228K | 1.91% | 16 |
|
|
2023
Q4 | $3.72M | Buy |
14,291
+2,192
| +18% | +$571K | 1.85% | 18 |
|
|
2023
Q3 | $2.78M | Buy |
12,099
+191
| +2% | +$43.9K | 1.65% | 20 |
|
|
2023
Q2 | $2.83M | Sell |
11,908
-1,122
| -9% | -$266K | 1.75% | 16 |
|
|
2023
Q1 | $2.94M | Sell |
13,030
-1,523
| -10% | -$343K | 1.71% | 15 |
|
|
2022
Q4 | $3.02M | Buy |
14,553
+13,983
| +2,453% | +$2.91M | 1.62% | 21 |
|
|
2022
Q3 | $101K | Buy |
+570
| New | +$101K | 0.05% | 98 |
|