AWM
Axxcess Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
54,244
-1,003
| -2% | -$356K | 0.45% | 42 |
|
|
2025
Q1 | $19.4M | Buy |
55,247
+234
| +0.4% | +$82K | 0.51% | 40 |
|
|
2024
Q4 | $17.4M | Buy |
55,013
+466
| +0.9% | +$147K | 0.42% | 49 |
|
|
2024
Q3 | $15M | Buy |
54,547
+337
| +0.6% | +$92.7K | 0.37% | 55 |
|
|
2024
Q2 | $14.2M | Sell |
54,210
-5,008
| -8% | -$1.31M | 0.38% | 52 |
|
|
2024
Q1 | $16.5M | Buy |
59,218
+1,931
| +3% | +$539K | 0.45% | 45 |
|
|
2023
Q4 | $14.9M | Buy |
57,287
+6,356
| +12% | +$1.65M | 0.43% | 44 |
|
|
2023
Q3 | $11.7M | Buy |
50,931
+22,223
| +77% | +$5.11M | 0.4% | 54 |
|
|
2023
Q2 | $6.82M | Sell |
28,708
-3,306
| -10% | -$785K | 0.49% | 42 |
|
|
2023
Q1 | $7.22M | Sell |
32,014
-644
| -2% | -$145K | 0.55% | 35 |
|
|
2022
Q4 | $6.78M | Buy |
32,658
+19,618
| +150% | +$4.08M | 0.56% | 39 |
|
|
2022
Q3 | $2.32M | Sell |
13,040
-606
| -4% | -$108K | 0.22% | 90 |
|
|
2022
Q2 | $2.69M | Buy |
13,646
+2,168
| +19% | +$427K | 0.25% | 84 |
|
|
2022
Q1 | $2.55M | Buy |
11,478
+2,616
| +30% | +$580K | 0.2% | 95 |
|
|
2021
Q4 | $1.92M | Buy |
+8,862
| New | +$1.92M | 0.14% | 125 |
|