EWM
EPG Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
7,456
+213
| +3% | +$75.6K | 0.79% | 28 |
|
|
2025
Q1 | $2.54M | Buy |
7,243
+995
| +16% | +$349K | 0.71% | 28 |
|
|
2024
Q4 | $1.97M | Sell |
6,248
-452
| -7% | -$143K | 0.52% | 45 |
|
|
2024
Q3 | $1.84M | Buy |
+6,700
| New | +$1.84M | 0.46% | 55 |
|
|
2024
Q2 | – | Sell |
-6,897
| Closed | -$1.92M | – | 49 |
|
|
2024
Q1 | $1.92M | Buy |
6,897
+221
| +3% | +$61.7K | 0.47% | 53 |
|
|
2023
Q4 | $1.84M | Buy |
6,676
+287
| +4% | +$79.2K | 0.48% | 52 |
|
|
2023
Q3 | $1.47M | Buy |
6,389
+430
| +7% | +$98.9K | 0.44% | 55 |
|
|
2023
Q2 | $1.42M | Buy |
5,959
+252
| +4% | +$59.8K | 0.42% | 59 |
|
|
2023
Q1 | $1.29M | Buy |
5,707
+1,384
| +32% | +$312K | 0.41% | 66 |
|
|
2022
Q4 | $898K | Sell |
4,323
-186
| -4% | -$38.6K | 0.34% | 70 |
|
|
2022
Q3 | $801K | Buy |
4,509
+215
| +5% | +$38.2K | 0.33% | 73 |
|
|
2022
Q2 | $845K | Sell |
4,294
-287
| -6% | -$56.5K | 0.36% | 64 |
|
|
2022
Q1 | $1.02M | Buy |
4,581
+1,329
| +41% | +$295K | 0.35% | 62 |
|
|
2021
Q4 | $705K | Buy |
3,252
+242
| +8% | +$52.5K | 0.25% | 81 |
|
|
2021
Q3 | $671K | Buy |
3,010
+64
| +2% | +$14.3K | 0.27% | 80 |
|
|
2021
Q2 | $689K | Buy |
2,946
+4
| +0.1% | +$936 | 0.29% | 82 |
|
|
2021
Q1 | $623K | Buy |
2,942
+267
| +10% | +$56.5K | 0.3% | 75 |
|
|
2020
Q4 | $585K | Buy |
2,675
+171
| +7% | +$37.4K | 0.35% | 62 |
|
|
2020
Q3 | $501K | Buy |
2,504
+189
| +8% | +$37.8K | 0.37% | 59 |
|
|
2020
Q2 | $447K | Sell |
2,315
-1,981
| -46% | -$383K | 0.32% | 78 |
|
|
2020
Q1 | $692K | Buy |
4,296
+1,390
| +48% | +$224K | 0.51% | 51 |
|
|
2019
Q4 | $546K | Buy |
+2,906
| New | +$546K | 0.4% | 46 |
|