DWAM
Duncan Williams Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
10,317
+193
| +2% | +$68.5K | 1.16% | 18 |
|
|
2025
Q1 | $3.55M | Buy |
10,124
+264
| +3% | +$92.5K | 1.28% | 17 |
|
|
2024
Q4 | $3.12M | Buy |
9,860
+4,179
| +74% | +$1.32M | 1.23% | 18 |
|
|
2024
Q3 | $1.56M | Buy |
5,681
+1,017
| +22% | +$280K | 0.86% | 16 |
|
|
2024
Q2 | $1.22M | Buy |
4,664
+408
| +10% | +$107K | 1.03% | 16 |
|
|
2024
Q1 | $1.19M | Buy |
+4,256
| New | +$1.19M | 1.07% | 14 |
|