APWM
Atlas Private Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.22M | Buy |
11,535
+805
| +8% | +$225K | 1.35% | 24 |
|
|
2023
Q4 | $2.79M | Buy |
10,730
+196
| +2% | +$51K | 1.31% | 22 |
|
|
2023
Q3 | $2.42M | Buy |
10,534
+369
| +4% | +$84.9K | 1.3% | 22 |
|
|
2023
Q2 | $2.41M | Buy |
10,165
+293
| +3% | +$69.6K | 1.27% | 22 |
|
|
2023
Q1 | $2.23M | Buy |
9,872
+176
| +2% | +$39.7K | 1.34% | 19 |
|
|
2022
Q4 | $2.01M | Buy |
9,696
+267
| +3% | +$55.5K | 0.93% | 18 |
|
|
2022
Q3 | $1.68M | Buy |
9,429
+457
| +5% | +$81.2K | 1.21% | 21 |
|
|
2022
Q2 | $1.77M | Buy |
8,972
+483
| +6% | +$95.1K | 1.21% | 22 |
|
|
2022
Q1 | $1.88M | Buy |
8,489
+204
| +2% | +$45.3K | 1.09% | 23 |
|
|
2021
Q4 | $1.8M | Sell |
8,285
-257
| -3% | -$55.7K | 1% | 29 |
|
|
2021
Q3 | $1.9M | Sell |
8,542
-42
| -0.5% | -$9.36K | 1.16% | 23 |
|
|
2021
Q2 | $2.01M | Sell |
8,584
-54
| -0.6% | -$12.6K | 1.24% | 22 |
|
|
2021
Q1 | $1.83M | Sell |
8,638
-109
| -1% | -$23.1K | 1.17% | 23 |
|
|
2020
Q4 | $1.91M | Sell |
8,747
-243
| -3% | -$53.1K | 1.36% | 21 |
|
|
2020
Q3 | $1.8M | Sell |
8,990
-469
| -5% | -$93.8K | 1.41% | 19 |
|
|
2020
Q2 | $1.83M | Buy |
9,459
+53
| +0.6% | +$10.2K | 1.47% | 17 |
|
|
2020
Q1 | $1.52M | Buy |
9,406
+18
| +0.2% | +$2.9K | 1.4% | 18 |
|
|
2019
Q4 | $1.76M | Buy |
+9,388
| New | +$1.76M | 1.36% | 20 |
|