AWM
Atticus Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,556
+803
| +21% | +$285K | 0.44% | 40 |
|
|
2025
Q1 | $1.32M | Sell |
3,753
-65
| -2% | -$22.8K | 0.43% | 38 |
|
|
2024
Q4 | $1.21M | Buy |
3,818
+95
| +3% | +$30K | 0.38% | 38 |
|
|
2024
Q3 | $1.02M | Sell |
3,723
-89
| -2% | -$24.5K | 0.33% | 40 |
|
|
2024
Q2 | $1M | Sell |
3,812
-118
| -3% | -$31K | 0.33% | 39 |
|
|
2024
Q1 | $1.1M | Buy |
3,930
+120
| +3% | +$33.5K | 0.36% | 41 |
|
|
2023
Q4 | $992K | Buy |
3,810
+17
| +0.4% | +$4.43K | 0.35% | 41 |
|
|
2023
Q3 | $872K | Buy |
3,793
+21
| +0.6% | +$4.83K | 0.33% | 43 |
|
|
2023
Q2 | $896K | Buy |
3,772
+10
| +0.3% | +$2.38K | 0.33% | 43 |
|
|
2023
Q1 | $848K | Sell |
3,762
-91
| -2% | -$20.5K | 0.32% | 45 |
|
|
2022
Q4 | $801K | Sell |
3,853
-267
| -6% | -$55.5K | 0.33% | 54 |
|
|
2022
Q3 | $811K | Hold |
4,120
| – | – | 0.39% | 39 |
|
|
2022
Q2 | $811K | Sell |
4,120
-16
| -0.4% | -$3.15K | 0.34% | 51 |
|
|
2022
Q1 | $917K | Buy |
4,136
+2,236
| +118% | +$496K | 0.33% | 56 |
|
|
2021
Q4 | $412K | Sell |
1,900
-2,106
| -53% | -$457K | 0.16% | 87 |
|
|
2021
Q3 | $892K | Sell |
4,006
-380
| -9% | -$84.6K | 0.39% | 41 |
|
|
2021
Q2 | $1.03M | Sell |
4,386
-155
| -3% | -$36.3K | 0.45% | 43 |
|
|
2021
Q1 | $962K | Sell |
4,541
-529
| -10% | -$112K | 0.46% | 42 |
|
|
2020
Q4 | $1.11M | Buy |
5,070
+501
| +11% | +$110K | 0.56% | 37 |
|
|
2020
Q3 | $914K | Sell |
4,569
-28
| -0.6% | -$5.6K | 0.55% | 41 |
|
|
2020
Q2 | $888K | Buy |
4,597
+945
| +26% | +$183K | 0.59% | 37 |
|
|
2020
Q1 | $588K | Buy |
3,652
+549
| +18% | +$88.4K | 0.47% | 42 |
|
|
2019
Q4 | $583K | Buy |
+3,103
| New | +$583K | 0.37% | 46 |
|