DWM
Doyle Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $18.5M | Sell |
104,225
-227
| -0.2% | -$40.3K | 1.59% | 17 |
|
|
2022
Q2 | $20.6M | Buy |
104,452
+1,066
| +1% | +$210K | 1.66% | 15 |
|
|
2022
Q1 | $22.9M | Buy |
103,386
+1,492
| +1% | +$331K | 1.65% | 17 |
|
|
2021
Q4 | $22.1M | Buy |
101,894
+2,415
| +2% | +$523K | 1.58% | 19 |
|
|
2021
Q3 | $22.2M | Buy |
99,479
+5,915
| +6% | +$1.32M | 1.76% | 16 |
|
|
2021
Q2 | $21.9M | Buy |
93,564
+1,782
| +2% | +$417K | 1.81% | 14 |
|
|
2021
Q1 | $19.4M | Buy |
91,782
+1,049
| +1% | +$222K | 1.86% | 12 |
|
|
2020
Q4 | $19.8M | Buy |
90,733
+1,714
| +2% | +$375K | 2.02% | 14 |
|
|
2020
Q3 | $17.8M | Buy |
89,019
+18,693
| +27% | +$3.74M | 2.07% | 15 |
|
|
2020
Q2 | $13.6M | Buy |
70,326
+1,356
| +2% | +$262K | 1.79% | 19 |
|
|
2020
Q1 | $11.1M | Buy |
68,970
+1,777
| +3% | +$286K | 1.77% | 23 |
|
|
2019
Q4 | $12.6M | Buy |
67,193
+13,353
| +25% | +$2.51M | 1.58% | 30 |
|
|
2019
Q3 | $9.26M | Buy |
53,840
+3,105
| +6% | +$534K | 1.28% | 37 |
|
|
2019
Q2 | $8.81M | Buy |
50,735
+1,273
| +3% | +$221K | 1.22% | 36 |
|
|
2019
Q1 | $7.95M | Buy |
49,462
+46,633
| +1,648% | +$7.49M | 1.16% | 38 |
|
|
2018
Q4 | $373K | Buy |
2,829
+342
| +14% | +$45.1K | 0.06% | 120 |
|
|
2018
Q3 | $373K | Sell |
2,487
-153
| -6% | -$22.9K | 0.06% | 133 |
|
|
2018
Q2 | $350K | Buy |
2,640
+551
| +26% | +$73K | 0.06% | 133 |
|
|
2018
Q1 | $250K | Sell |
2,089
-224
| -10% | -$26.8K | 0.04% | 143 |
|
|
2017
Q4 | $264K | Buy |
+2,313
| New | +$264K | 0.04% | 142 |
|