AWE
Avidian Wealth Enterprises’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
8,317
+487
| +6% | +$173K | 0.12% | 96 |
|
|
2025
Q1 | $2.74M | Sell |
7,830
-1,070
| -12% | -$375K | 0.12% | 102 |
|
|
2024
Q4 | $2.81M | Buy |
8,900
+310
| +4% | +$98K | 0.13% | 98 |
|
|
2024
Q3 | $2.36M | Buy |
8,590
+316
| +4% | +$86.9K | 0.11% | 101 |
|
|
2024
Q2 | $2.17M | Buy |
8,274
+640
| +8% | +$168K | 0.09% | 103 |
|
|
2024
Q1 | $2.13M | Buy |
7,634
+1,123
| +17% | +$313K | 0.1% | 105 |
|
|
2023
Q4 | $1.7M | Buy |
6,511
+282
| +5% | +$73.4K | 0.1% | 119 |
|
|
2023
Q3 | $1.43M | Sell |
6,229
-2,403
| -28% | -$553K | 0.1% | 126 |
|
|
2023
Q2 | $2.05M | Sell |
8,632
-4,452
| -34% | -$1.06M | 0.13% | 109 |
|
|
2023
Q1 | $2.95M | Buy |
13,084
+1,616
| +14% | +$364K | 0.16% | 112 |
|
|
2022
Q4 | $2.38M | Buy |
11,468
+716
| +7% | +$149K | 0.16% | 111 |
|
|
2022
Q3 | $1.91M | Buy |
10,752
+247
| +2% | +$43.9K | 0.14% | 105 |
|
|
2022
Q2 | $2.07M | Buy |
10,505
+730
| +7% | +$144K | 0.15% | 106 |
|
|
2022
Q1 | $2.17M | Sell |
9,775
-1,456
| -13% | -$323K | 0.13% | 106 |
|
|
2021
Q4 | $2.43M | Buy |
11,231
+4,697
| +72% | +$1.02M | 0.15% | 105 |
|
|
2021
Q3 | $1.46M | Buy |
6,534
+1,746
| +36% | +$389K | 0.11% | 103 |
|
|
2021
Q2 | $1.12M | Sell |
4,788
-76
| -2% | -$17.8K | 0.09% | 121 |
|
|
2021
Q1 | $1.03M | Buy |
4,864
+280
| +6% | +$59.3K | 0.09% | 123 |
|
|
2020
Q4 | $1M | Sell |
4,584
-319
| -7% | -$69.8K | 0.1% | 111 |
|
|
2020
Q3 | $980K | Buy |
4,903
+436
| +10% | +$87.1K | 0.11% | 104 |
|
|
2020
Q2 | $863K | Buy |
4,467
+336
| +8% | +$64.9K | 0.12% | 100 |
|
|
2020
Q1 | $666K | Sell |
4,131
-537
| -12% | -$86.6K | 0.11% | 89 |
|
|
2019
Q4 | $877K | Buy |
4,668
+728
| +18% | +$137K | 0.12% | 71 |
|
|
2019
Q3 | $678K | Buy |
3,940
+680
| +21% | +$117K | 0.11% | 75 |
|
|
2019
Q2 | $566K | Buy |
3,260
+678
| +26% | +$118K | 0.13% | 62 |
|
|
2019
Q1 | $403K | Buy |
2,582
+154
| +6% | +$24K | 0.09% | 79 |
|
|
2018
Q4 | $320K | Sell |
2,428
-544
| -18% | -$71.7K | 0.11% | 60 |
|
|
2018
Q3 | $446K | Sell |
2,972
-11,150
| -79% | -$1.67M | 0.14% | 60 |
|
|
2018
Q2 | $1.87M | Buy |
14,122
+3,769
| +36% | +$499K | 0.59% | 19 |
|
|
2018
Q1 | $1.24M | Buy |
10,353
+7,708
| +291% | +$922K | 0.41% | 26 |
|
|
2017
Q4 | $302 | Buy |
2,645
+29
| +1% | +$3 | 0.08% | 77 |
|
|
2017
Q3 | $275K | Sell |
2,616
-449
| -15% | -$47.2K | 0.1% | 65 |
|
|
2017
Q2 | $287K | Buy |
3,065
+271
| +10% | +$25.4K | 0.12% | 63 |
|
|
2017
Q1 | $248K | Buy |
+2,794
| New | +$248K | 0.1% | 67 |
|
|
2016
Q2 | – | Sell |
-3,470
| Closed | -$265K | – | 90 |
|
|
2016
Q1 | $265K | Buy |
+3,470
| New | +$265K | 0.14% | 49 |
|