EHWM
Eads & Heald Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
8,515
-360
| -4% | -$128K | 1.49% | 12 |
|
|
2025
Q1 | $3.11M | Sell |
8,875
-524
| -6% | -$184K | 1.58% | 7 |
|
|
2024
Q4 | $2.97M | Sell |
9,399
-131
| -1% | -$41.4K | 1.46% | 12 |
|
|
2024
Q3 | $2.62M | Sell |
9,530
-534
| -5% | -$147K | 1.24% | 20 |
|
|
2024
Q2 | $2.64M | Sell |
10,064
-529
| -5% | -$139K | 1.28% | 18 |
|
|
2024
Q1 | $2.96M | Sell |
10,593
-761
| -7% | -$212K | 1.38% | 12 |
|
|
2023
Q4 | $2.96M | Sell |
11,354
-117
| -1% | -$30.5K | 1.42% | 12 |
|
|
2023
Q3 | $2.64M | Sell |
11,471
-358
| -3% | -$82.3K | 1.38% | 14 |
|
|
2023
Q2 | $2.81M | Sell |
11,829
-572
| -5% | -$136K | 1.38% | 12 |
|
|
2023
Q1 | $2.8M | Sell |
12,401
-281
| -2% | -$63.4K | 1.39% | 11 |
|
|
2022
Q4 | $2.64M | Buy |
12,682
+41
| +0.3% | +$8.52K | 1.34% | 18 |
|
|
2022
Q3 | $2.25M | Buy |
12,641
+50
| +0.4% | +$8.88K | 1.27% | 22 |
|
|
2022
Q2 | $2.48M | Buy |
12,591
+190
| +2% | +$37.4K | 1.33% | 10 |
|
|
2022
Q1 | $2.75M | Sell |
12,401
-102
| -0.8% | -$22.6K | 1.27% | 17 |
|
|
2021
Q4 | $2.71M | Buy |
12,503
+75
| +0.6% | +$16.3K | 1.18% | 26 |
|
|
2021
Q3 | $2.77M | Buy |
12,428
+142
| +1% | +$31.6K | 1.34% | 13 |
|
|
2021
Q2 | $2.87M | Sell |
12,286
-294
| -2% | -$68.8K | 1.4% | 10 |
|
|
2021
Q1 | $2.66M | Sell |
12,580
-138
| -1% | -$29.2K | 1.37% | 13 |
|
|
2020
Q4 | $2.78M | Sell |
12,718
-33
| -0.3% | -$7.22K | 1.5% | 8 |
|
|
2020
Q3 | $2.55M | Sell |
12,751
-1,394
| -10% | -$279K | 1.53% | 10 |
|
|
2020
Q2 | $2.73M | Sell |
14,145
-560
| -4% | -$108K | 1.66% | 6 |
|
|
2020
Q1 | $2.37M | Sell |
14,705
-821
| -5% | -$132K | 1.67% | 6 |
|
|
2019
Q4 | $2.92M | Buy |
15,526
+128
| +0.8% | +$24K | 1.54% | 4 |
|
|
2019
Q3 | $2.65M | Sell |
15,398
-265
| -2% | -$45.6K | 1.48% | 6 |
|
|
2019
Q2 | $2.72M | Sell |
15,663
-1,250
| -7% | -$217K | 1.54% | 6 |
|
|
2019
Q1 | $2.64M | Sell |
16,913
-834
| -5% | -$130K | 1.53% | 7 |
|
|
2018
Q4 | $2.34M | Sell |
17,747
-453
| -2% | -$59.8K | 1.56% | 4 |
|
|
2018
Q3 | $2.73M | Sell |
18,200
-1,015
| -5% | -$152K | 1.57% | 3 |
|
|
2018
Q2 | $2.55M | Sell |
19,215
-884
| -4% | -$117K | 1.57% | 4 |
|
|
2018
Q1 | $2.4M | Sell |
20,099
-2,314
| -10% | -$277K | 1.52% | 6 |
|
|
2017
Q4 | $2.56M | Sell |
22,413
-416
| -2% | -$47.4K | 1.51% | 5 |
|
|
2017
Q3 | $2.4M | Sell |
22,829
-1,455
| -6% | -$153K | 1.49% | 3 |
|
|
2017
Q2 | $2.28M | Sell |
24,284
-1,043
| -4% | -$97.8K | 1.46% | 7 |
|
|
2017
Q1 | $2.25M | Sell |
25,327
-281
| -1% | -$25K | 1.45% | 7 |
|
|
2016
Q4 | $2M | Sell |
25,608
-116
| -0.5% | -$9.05K | 1.36% | 11 |
|
|
2016
Q3 | $2.13M | Sell |
25,724
-707
| -3% | -$58.5K | 1.47% | 6 |
|
|
2016
Q2 | $1.96M | Sell |
26,431
-650
| -2% | -$48.2K | 1.35% | 15 |
|
|
2016
Q1 | $2.07M | Sell |
27,081
-1,225
| -4% | -$93.7K | 1.43% | 6 |
|
|
2015
Q4 | $2.2M | Sell |
28,306
-1,273
| -4% | -$98.7K | 1.52% | 4 |
|
|
2015
Q3 | $2.06M | Sell |
29,579
-1,961
| -6% | -$137K | 1.47% | 4 |
|
|
2015
Q2 | $2.12M | Sell |
31,540
-2,111
| -6% | -$142K | 1.39% | 8 |
|
|
2015
Q1 | $2.2M | Buy |
33,651
+24,697
| +276% | +$1.62M | 1.41% | 7 |
|
|
2014
Q4 | $2.35M | Sell |
8,954
-669
| -7% | -$175K | 1.49% | 2 |
|
|
2014
Q3 | $2.05M | Sell |
9,623
-387
| -4% | -$82.6K | 1.39% | 13 |
|
|
2014
Q2 | $2.11M | Sell |
10,010
-638
| -6% | -$134K | 1.4% | 18 |
|
|
2014
Q1 | $2.3M | Sell |
10,648
-218
| -2% | -$47K | 1.51% | 8 |
|
|
2013
Q4 | $2.42M | Buy |
10,866
+22
| +0.2% | +$4.9K | 1.61% | 4 |
|
|
2013
Q3 | $2.07M | Sell |
10,844
-1,455
| -12% | -$278K | 1.48% | 8 |
|
|
2013
Q2 | $2.25M | Buy |
+12,299
| New | +$2.25M | 1.59% | 3 |
|