EWM
Evermay Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
9,076
-811
| -8% | -$288K | 0.4% | 31 |
|
|
2025
Q1 | $3.46M | Sell |
9,887
-60
| -0.6% | -$21K | 0.46% | 26 |
|
|
2024
Q4 | $3.14M | Sell |
9,947
-326
| -3% | -$103K | 0.48% | 29 |
|
|
2024
Q3 | $2.82M | Sell |
10,273
-340
| -3% | -$93.5K | 0.45% | 34 |
|
|
2024
Q2 | $2.79M | Sell |
10,613
-52
| -0.5% | -$13.6K | 0.45% | 33 |
|
|
2024
Q1 | $2.98M | Sell |
10,665
-679
| -6% | -$189K | 0.45% | 31 |
|
|
2023
Q4 | $2.95M | Buy |
11,344
+320
| +3% | +$83.3K | 0.55% | 20 |
|
|
2023
Q3 | $2.54M | Sell |
11,024
-166
| -1% | -$38.2K | 0.52% | 23 |
|
|
2023
Q2 | $2.66M | Sell |
11,190
-153
| -1% | -$36.3K | 0.51% | 21 |
|
|
2023
Q1 | $2.56M | Buy |
11,343
+152
| +1% | +$34.3K | 0.52% | 22 |
|
|
2022
Q4 | $2.33M | Sell |
11,191
-29
| -0.3% | -$6.03K | 0.47% | 28 |
|
|
2022
Q3 | $1.99M | Buy |
11,220
+188
| +2% | +$33.4K | 0.4% | 31 |
|
|
2022
Q2 | $2.17M | Sell |
11,032
-250
| -2% | -$49.2K | 0.42% | 27 |
|
|
2022
Q1 | $2.5M | Sell |
11,282
-540
| -5% | -$120K | 0.42% | 30 |
|
|
2021
Q4 | $2.56M | Sell |
11,822
-19
| -0.2% | -$4.12K | 0.46% | 21 |
|
|
2021
Q3 | $2.64M | Sell |
11,841
-93
| -0.8% | -$20.7K | 0.51% | 19 |
|
|
2021
Q2 | $2.79M | Sell |
11,934
-192
| -2% | -$44.9K | 0.52% | 19 |
|
|
2021
Q1 | $2.57M | Sell |
12,126
-130
| -1% | -$27.5K | 0.51% | 20 |
|
|
2020
Q4 | $2.68M | Sell |
12,256
-529
| -4% | -$116K | 0.59% | 19 |
|
|
2020
Q3 | $2.56M | Sell |
12,785
-287
| -2% | -$57.4K | 0.63% | 19 |
|
|
2020
Q2 | $2.53M | Sell |
13,072
-345
| -3% | -$66.6K | 0.66% | 19 |
|
|
2020
Q1 | $2.16M | Buy |
13,417
+1,192
| +10% | +$192K | 0.66% | 16 |
|
|
2019
Q4 | $2.3M | Buy |
12,225
+1,034
| +9% | +$194K | 0.56% | 19 |
|
|
2019
Q3 | $1.93M | Buy |
11,191
+253
| +2% | +$43.5K | 0.52% | 22 |
|
|
2019
Q2 | $1.9M | Sell |
10,938
-325
| -3% | -$56.4K | 0.53% | 22 |
|
|
2019
Q1 | $1.76M | Buy |
11,263
+1,235
| +12% | +$193K | 0.5% | 25 |
|
|
2018
Q4 | $1.32M | Sell |
10,028
-8
| -0.1% | -$1.06K | 0.43% | 31 |
|
|
2018
Q3 | $1.51M | Sell |
10,036
-465
| -4% | -$69.8K | 0.47% | 26 |
|
|
2018
Q2 | $1.39M | Buy |
10,501
+170
| +2% | +$22.5K | 0.46% | 28 |
|
|
2018
Q1 | $1.24M | Buy |
10,331
+2,802
| +37% | +$335K | 0.43% | 29 |
|
|
2017
Q4 | $858K | Buy |
7,529
+5,012
| +199% | +$571K | 0.31% | 40 |
|
|
2017
Q3 | $265K | Hold |
2,517
| – | – | 0.12% | 75 |
|
|
2017
Q2 | $236K | Hold |
2,517
| – | – | 0.1% | 83 |
|
|
2017
Q1 | $224K | Buy |
+2,517
| New | +$224K | 0.1% | 89 |
|
|
2016
Q1 | – | Sell |
-2,629
| Closed | -$204K | – | 78 |
|
|
2015
Q4 | $204K | Buy |
+2,629
| New | +$204K | 0.12% | 75 |
|