AWA
Amplius Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,923
+616
| +27% | +$219K | 0.1% | 79 |
|
|
2025
Q1 | $809K | Buy |
2,307
+98
| +4% | +$34.3K | 0.08% | 83 |
|
|
2024
Q4 | $698K | Buy |
2,209
+84
| +4% | +$26.5K | 0.07% | 89 |
|
|
2024
Q3 | $584K | Sell |
2,125
-15
| -0.7% | -$4.12K | 0.06% | 90 |
|
|
2024
Q2 | $562K | Sell |
2,140
-84
| -4% | -$22K | 0.06% | 91 |
|
|
2024
Q1 | $621K | Buy |
2,224
+36
| +2% | +$10K | 0.07% | 90 |
|
|
2023
Q4 | $570K | Buy |
2,188
+35
| +2% | +$9.11K | 0.07% | 89 |
|
|
2023
Q3 | $495K | Buy |
2,153
+8
| +0.4% | +$1.84K | 0.07% | 93 |
|
|
2023
Q2 | $509K | Buy |
2,145
+16
| +0.8% | +$3.8K | 0.07% | 96 |
|
|
2023
Q1 | $480K | Buy |
2,129
+194
| +10% | +$43.7K | 0.07% | 99 |
|
|
2022
Q4 | $402K | Sell |
1,935
-1,595
| -45% | -$331K | 0.06% | 102 |
|
|
2022
Q3 | $627K | Buy |
3,530
+351
| +11% | +$62.3K | 0.11% | 72 |
|
|
2022
Q2 | $625K | Sell |
3,179
-169
| -5% | -$33.2K | 0.1% | 77 |
|
|
2022
Q1 | $742K | Buy |
3,348
+67
| +2% | +$14.8K | 0.11% | 75 |
|
|
2021
Q4 | $711K | Buy |
+3,281
| New | +$711K | 0.1% | 82 |
|