EWS
Evergreen Wealth Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,253
-39
| -3% | -$13.9K | 0.27% | 67 |
|
|
2025
Q1 | $453K | Buy |
1,292
+42
| +3% | +$14.7K | 0.31% | 55 |
|
|
2024
Q4 | $395K | Sell |
1,250
-35
| -3% | -$11.1K | 0.28% | 64 |
|
|
2024
Q3 | $353K | Sell |
1,285
-45
| -3% | -$12.4K | 0.24% | 78 |
|
|
2024
Q2 | $349K | Buy |
1,330
+2
| +0.2% | +$525 | 0.25% | 81 |
|
|
2024
Q1 | $371K | Sell |
1,328
-13
| -1% | -$3.63K | 0.27% | 75 |
|
|
2023
Q4 | $349K | Sell |
1,341
-18
| -1% | -$4.69K | 0.3% | 79 |
|
|
2023
Q3 | $313K | Sell |
1,359
-54
| -4% | -$12.4K | 0.32% | 77 |
|
|
2023
Q2 | $335K | Sell |
1,413
-26
| -2% | -$6.17K | 0.34% | 72 |
|
|
2023
Q1 | $324K | Buy |
1,439
+31
| +2% | +$6.98K | 0.37% | 77 |
|
|
2022
Q4 | $293K | Sell |
1,408
-27
| -2% | -$5.62K | 0.39% | 71 |
|
|
2022
Q3 | $255K | Sell |
1,435
-121
| -8% | -$21.5K | 0.36% | 79 |
|
|
2022
Q2 | $306K | Buy |
1,556
+1
| +0.1% | +$197 | 0.38% | 84 |
|
|
2022
Q1 | $345K | Buy |
1,555
+2
| +0.1% | +$444 | 0.33% | 73 |
|
|
2021
Q4 | $337K | Buy |
+1,553
| New | +$337K | 0.31% | 72 |
|