DWM
Diversify Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
21,721
+567
| +3% | +$191K | 0.45% | 45 |
|
|
2025
Q1 | $7.22M | Sell |
21,154
-295
| -1% | -$101K | 0.54% | 38 |
|
|
2024
Q4 | $6.6M | Buy |
21,449
+6,704
| +45% | +$2.06M | 0.51% | 47 |
|
|
2024
Q3 | $4.18M | Buy |
14,745
+862
| +6% | +$245K | 0.4% | 64 |
|
|
2024
Q2 | $3.56M | Buy |
+13,883
| New | +$3.56M | 0.44% | 50 |
|