DWM
Defined Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,552
+48
| +3% | +$17K | 0.34% | 61 |
|
|
2025
Q1 | $527K | Buy |
1,504
+25
| +2% | +$8.76K | 0.35% | 61 |
|
|
2024
Q4 | $467K | Buy |
1,479
+2
| +0.1% | +$632 | 0.31% | 71 |
|
|
2024
Q3 | $406K | Buy |
1,477
+58
| +4% | +$15.9K | 0.26% | 82 |
|
|
2024
Q2 | $372K | Buy |
1,419
+46
| +3% | +$12.1K | 0.26% | 85 |
|
|
2024
Q1 | $383K | Buy |
1,373
+5
| +0.4% | +$1.4K | 0.28% | 83 |
|
|
2023
Q4 | $356K | Buy |
1,368
+21
| +2% | +$5.47K | 0.27% | 86 |
|
|
2023
Q3 | $310K | Buy |
1,347
+42
| +3% | +$9.66K | 0.26% | 85 |
|
|
2023
Q2 | $310K | Buy |
1,305
+7
| +0.5% | +$1.66K | 0.26% | 84 |
|
|
2023
Q1 | $293K | Hold |
1,298
| – | – | 0.27% | 83 |
|
|
2022
Q4 | $270K | Hold |
1,298
| – | – | 0.25% | 87 |
|
|
2022
Q3 | $231K | Buy |
+1,298
| New | +$231K | 0.25% | 82 |
|
|
2022
Q2 | – | Sell |
-1,298
| Closed | -$288K | – | 93 |
|
|
2022
Q1 | $288K | Buy |
+1,298
| New | +$288K | 0.25% | 84 |
|
|
2021
Q1 | – | Sell |
-385
| Closed | -$84K | – | 194 |
|
|
2020
Q4 | $84K | Buy |
+385
| New | +$84K | 0.08% | 117 |
|