DWM
Drive Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
8,845
+144
| +2% | +$51.1K | 0.69% | 29 |
|
|
2025
Q1 | $3.05M | Buy |
8,701
+3,619
| +71% | +$1.27M | 0.72% | 28 |
|
|
2024
Q4 | $1.61M | Buy |
5,082
+594
| +13% | +$188K | 0.39% | 45 |
|
|
2024
Q3 | $1.23M | Sell |
4,488
-30
| -0.7% | -$8.25K | 0.32% | 59 |
|
|
2024
Q2 | $1.19M | Sell |
4,518
-235
| -5% | -$61.7K | 0.32% | 60 |
|
|
2024
Q1 | $1.33M | Sell |
4,753
-253
| -5% | -$70.6K | 0.37% | 51 |
|
|
2023
Q4 | $1.3M | Sell |
5,006
-251
| -5% | -$65.4K | 0.42% | 49 |
|
|
2023
Q3 | $1.21M | Sell |
5,257
-170
| -3% | -$39.1K | 0.44% | 49 |
|
|
2023
Q2 | $1.29M | Buy |
5,427
+8
| +0.1% | +$1.9K | 0.48% | 48 |
|
|
2023
Q1 | $1.22M | Sell |
5,419
-163
| -3% | -$36.8K | 0.51% | 45 |
|
|
2022
Q4 | $1.16M | Buy |
5,582
+1,178
| +27% | +$245K | 0.58% | 40 |
|
|
2022
Q3 | $782K | Sell |
4,404
-465
| -10% | -$82.6K | 0.74% | 29 |
|
|
2022
Q2 | $959K | Buy |
4,869
+686
| +16% | +$135K | 0.88% | 26 |
|
|
2022
Q1 | $928K | Buy |
4,183
+1,604
| +62% | +$356K | 0.78% | 30 |
|
|
2021
Q4 | $559K | Buy |
+2,579
| New | +$559K | 0.49% | 51 |
|