APWA
Atlas Private Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
2,492
+72
| +3% | +$25.6K | 0.11% | 88 |
|
|
2025
Q1 | $848K | Buy |
2,420
+212
| +10% | +$74.3K | 0.12% | 85 |
|
|
2024
Q4 | $698K | Buy |
2,208
+2
| +0.1% | +$632 | 0.1% | 88 |
|
|
2024
Q3 | $607K | Hold |
2,206
| – | – | 0.09% | 89 |
|
|
2024
Q2 | $579K | Buy |
2,206
+1,103
| +100% | +$290K | 0.09% | 87 |
|
|
2024
Q1 | $308K | Sell |
1,103
-1,103
| -50% | -$308K | 0.1% | 84 |
|
|
2023
Q4 | $574K | Hold |
2,206
| – | – | 0.11% | 76 |
|
|
2023
Q3 | $507K | Buy |
+2,206
| New | +$507K | 0.1% | 107 |
|
|
2021
Q4 | – | Sell |
-272
| Closed | -$61K | – | 674 |
|
|
2021
Q3 | $61K | Buy |
272
+76
| +39% | +$17K | 0.03% | 219 |
|
|
2021
Q2 | $46K | Buy |
196
+15
| +8% | +$3.52K | 0.02% | 241 |
|
|
2021
Q1 | $38K | Buy |
181
+15
| +9% | +$3.15K | 0.02% | 266 |
|
|
2020
Q4 | $36K | Buy |
166
+30
| +22% | +$6.51K | 0.02% | 260 |
|
|
2020
Q3 | $27K | Hold |
136
| – | – | 0.02% | 274 |
|
|
2020
Q2 | $26K | Buy |
+136
| New | +$26K | 0.02% | 289 |
|