EWA
Encompass Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
1,116
+6
| +0.5% | +$2.13K | 0.15% | 72 |
|
|
2025
Q1 | $389K | Sell |
1,110
-19
| -2% | -$6.66K | 0.16% | 72 |
|
|
2024
Q4 | $357K | Sell |
1,129
-2,496
| -69% | -$789K | 0.14% | 77 |
|
|
2024
Q3 | $997K | Hold |
3,625
| – | – | 0.25% | 83 |
|
|
2024
Q2 | $951K | Buy |
3,625
+53
| +1% | +$13.9K | 0.25% | 81 |
|
|
2024
Q1 | $997K | Buy |
3,572
+44
| +1% | +$12.3K | 0.26% | 81 |
|
|
2023
Q4 | $919K | Buy |
3,528
+19
| +0.5% | +$4.95K | 0.28% | 72 |
|
|
2023
Q3 | $807K | Sell |
3,509
-13
| -0.4% | -$2.99K | 0.27% | 77 |
|
|
2023
Q2 | $836K | Sell |
3,522
-612
| -15% | -$145K | 0.27% | 73 |
|
|
2023
Q1 | $932K | Sell |
4,134
-150
| -4% | -$33.8K | 0.32% | 62 |
|
|
2022
Q4 | $890K | Buy |
4,284
+446
| +12% | +$92.7K | 0.32% | 60 |
|
|
2022
Q3 | $682K | Buy |
3,838
+483
| +14% | +$85.8K | 0.26% | 69 |
|
|
2022
Q2 | $661K | Sell |
3,355
-297
| -8% | -$58.5K | 0.23% | 73 |
|
|
2022
Q1 | $810K | Buy |
3,652
+1,549
| +74% | +$344K | 0.2% | 83 |
|
|
2021
Q4 | $456K | Hold |
2,103
| – | – | 0.11% | 140 |
|
|
2021
Q3 | $468K | Buy |
2,103
+60
| +3% | +$13.4K | 0.12% | 129 |
|
|
2021
Q2 | $477K | Buy |
2,043
+10
| +0.5% | +$2.34K | 0.12% | 138 |
|
|
2021
Q1 | $471K | Buy |
+2,033
| New | +$471K | 0.12% | 139 |
|