AWS
Aspen Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
2,491
-93
| -4% | -$33K | 0.53% | 29 |
|
|
2025
Q1 | $906K | Sell |
2,584
-85
| -3% | -$29.8K | 0.59% | 28 |
|
|
2024
Q4 | $844K | Buy |
2,669
+39
| +1% | +$12.3K | 0.54% | 32 |
|
|
2024
Q3 | $723K | Buy |
2,630
+9
| +0.3% | +$2.48K | 0.47% | 29 |
|
|
2024
Q2 | $715K | Sell |
2,621
-168
| -6% | -$45.8K | 0.5% | 29 |
|
|
2024
Q1 | $778K | Sell |
2,789
-642
| -19% | -$179K | 0.54% | 28 |
|
|
2023
Q4 | $893K | Buy |
3,431
+32
| +0.9% | +$8.33K | 0.65% | 31 |
|
|
2023
Q3 | $782K | Sell |
3,399
-61
| -2% | -$14K | 0.61% | 30 |
|
|
2023
Q2 | $822K | Sell |
3,460
-359
| -9% | -$85.3K | 0.62% | 28 |
|
|
2023
Q1 | $861K | Sell |
3,819
-55
| -1% | -$12.4K | 0.67% | 20 |
|
|
2022
Q4 | $805K | Buy |
+3,874
| New | +$805K | 0.64% | 25 |
|