AWM
Apollon Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
77,021
+634
| +0.8% | +$225K | 0.54% | 35 |
|
|
2025
Q1 | $26.8M | Sell |
76,387
-766
| -1% | -$268K | 0.59% | 34 |
|
|
2024
Q4 | $24.4M | Buy |
77,153
+23,158
| +43% | +$7.32M | 0.56% | 36 |
|
|
2024
Q3 | $14.8M | Sell |
53,995
-1,583
| -3% | -$435K | 0.42% | 47 |
|
|
2024
Q2 | $14.6M | Buy |
55,578
+2,379
| +4% | +$624K | 0.44% | 47 |
|
|
2024
Q1 | $14.8M | Sell |
53,199
-3,576
| -6% | -$998K | 0.47% | 43 |
|
|
2023
Q4 | $14.8M | Buy |
56,775
+20,008
| +54% | +$5.21M | 0.51% | 41 |
|
|
2023
Q3 | $8.46M | Sell |
36,767
-169
| -0.5% | -$38.9K | 0.42% | 48 |
|
|
2023
Q2 | $8.77M | Buy |
36,936
+3,833
| +12% | +$910K | 0.42% | 45 |
|
|
2023
Q1 | $7.46M | Sell |
33,103
-258
| -0.8% | -$58.2K | 0.46% | 40 |
|
|
2022
Q4 | $6.93M | Sell |
33,361
-447
| -1% | -$92.9K | 0.49% | 35 |
|
|
2022
Q3 | $6.01M | Buy |
33,808
+1,944
| +6% | +$345K | 0.49% | 34 |
|
|
2022
Q2 | $6.27M | Sell |
31,864
-6,147
| -16% | -$1.21M | 0.52% | 33 |
|
|
2022
Q1 | $8.43M | Sell |
38,011
-55
| -0.1% | -$12.2K | 0.6% | 24 |
|
|
2021
Q4 | $8.25M | Buy |
38,066
+9,577
| +34% | +$2.08M | 0.62% | 28 |
|
|
2021
Q3 | $6.35M | Buy |
28,489
+8,659
| +44% | +$1.93M | 0.87% | 19 |
|
|
2021
Q2 | $4.64M | Sell |
19,830
-536
| -3% | -$125K | 0.83% | 23 |
|
|
2021
Q1 | $4.31M | Sell |
20,366
-11,765
| -37% | -$2.49M | 0.83% | 23 |
|
|
2020
Q4 | $7.03M | Buy |
32,131
+30,608
| +2,010% | +$6.69M | 1.9% | 13 |
|
|
2020
Q3 | $305K | Sell |
1,523
-348
| -19% | -$69.7K | 0.14% | 115 |
|
|
2020
Q2 | $361K | Buy |
1,871
+585
| +45% | +$113K | 0.2% | 67 |
|
|
2020
Q1 | $207K | Buy |
1,286
+79
| +7% | +$12.7K | 0.21% | 58 |
|
|
2019
Q4 | $236K | Buy |
+1,207
| New | +$236K | 0.21% | 61 |
|