EWM
Evergreen Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
10,462
+69
| +0.7% | +$24.5K | 2.08% | 18 |
|
|
2025
Q1 | $3.64M | Sell |
10,393
-370
| -3% | -$130K | 2.18% | 17 |
|
|
2024
Q4 | $3.4M | Buy |
10,763
+222
| +2% | +$70.2K | 2.01% | 19 |
|
|
2024
Q3 | $2.9M | Buy |
10,541
+726
| +7% | +$200K | 1.74% | 21 |
|
|
2024
Q2 | $2.58M | Hold |
9,815
| – | – | 1.71% | 21 |
|
|
2024
Q1 | $2.74M | Hold |
9,815
| – | – | 1.85% | 18 |
|
|
2023
Q4 | $2.56M | Buy |
9,815
+236
| +2% | +$61.4K | 1.88% | 20 |
|
|
2023
Q3 | $2.2M | Buy |
9,579
+127
| +1% | +$29.2K | 1.74% | 19 |
|
|
2023
Q2 | $2.24M | Buy |
9,452
+334
| +4% | +$79.3K | 1.76% | 21 |
|
|
2023
Q1 | $2.06M | Buy |
9,118
+127
| +1% | +$28.6K | 1.83% | 23 |
|
|
2022
Q4 | $1.87M | Buy |
+8,991
| New | +$1.87M | 1.72% | 23 |
|