EWP
Elevation Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
938
-1
| -0.1% | -$355 | 0.13% | 90 |
|
|
2025
Q1 | $329K | Hold |
939
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $297K | Buy |
939
+30
| +3% | +$9.48K | 0.13% | 92 |
|
|
2024
Q3 | $250K | Hold |
909
| – | – | 0.11% | 101 |
|
|
2024
Q2 | $239K | Hold |
909
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $254K | Hold |
909
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $209K | Buy |
909
+172
| +23% | +$39.6K | 0.13% | 99 |
|
|
2023
Q3 | $170K | Hold |
737
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $175K | Hold |
737
| – | – | 0.15% | 71 |
|
|
2023
Q1 | $166K | Buy |
+737
| New | +$166K | 0.15% | 68 |
|