FWM
Fairhaven Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.54M | Buy |
20,683
+58
| +0.3% | +$18.3K | 2.04% | 12 |
|
|
2024
Q3 | $5.67M | Buy |
20,625
+61
| +0.3% | +$16.8K | 1.74% | 13 |
|
|
2024
Q2 | $5.4M | Buy |
20,564
+246
| +1% | +$64.6K | 1.79% | 13 |
|
|
2024
Q1 | $5.67M | Buy |
20,318
+2,329
| +13% | +$650K | 1.95% | 11 |
|
|
2023
Q4 | $4.68M | Sell |
17,989
-91
| -0.5% | -$23.7K | 1.72% | 13 |
|
|
2023
Q3 | $4.16M | Buy |
18,080
+125
| +0.7% | +$28.8K | 1.66% | 16 |
|
|
2023
Q2 | $4.26M | Buy |
+17,955
| New | +$4.26M | 1.63% | 15 |
|
|
2022
Q4 | $3.7M | Buy |
17,805
+421
| +2% | +$87.5K | 1.57% | 17 |
|
|
2022
Q3 | $3.09M | Buy |
17,384
+473
| +3% | +$84K | 1.38% | 16 |
|
|
2022
Q2 | $3.33M | Buy |
16,911
+397
| +2% | +$78.2K | 1.56% | 14 |
|
|
2022
Q1 | $3.66M | Buy |
16,514
+254
| +2% | +$56.3K | 1.49% | 15 |
|
|
2021
Q4 | $3.52M | Sell |
16,260
-383
| -2% | -$83K | 1.37% | 19 |
|
|
2021
Q3 | $3.71M | Buy |
16,643
+1,176
| +8% | +$262K | 1.53% | 16 |
|
|
2021
Q2 | $3.62M | Sell |
15,467
-35
| -0.2% | -$8.19K | 1.44% | 17 |
|
|
2021
Q1 | $3.28M | Buy |
15,502
+2,135
| +16% | +$452K | 1.38% | 16 |
|
|
2020
Q4 | $2.92M | Buy |
13,367
+1,032
| +8% | +$226K | 1.29% | 16 |
|
|
2020
Q3 | $2.47M | Buy |
12,335
+664
| +6% | +$133K | 1.46% | 15 |
|
|
2020
Q2 | $2.26M | Buy |
11,671
+1,395
| +14% | +$270K | 1.48% | 14 |
|
|
2020
Q1 | $1.66M | Buy |
10,276
+774
| +8% | +$125K | 1.5% | 14 |
|
|
2019
Q4 | $1.79M | Buy |
9,502
+179
| +2% | +$33.6K | 1.49% | 11 |
|
|
2019
Q3 | $1.6M | Buy |
9,323
+143
| +2% | +$24.6K | 1.5% | 10 |
|
|
2019
Q2 | $1.59M | Sell |
9,180
-4
| -0% | -$694 | 1.48% | 12 |
|
|
2019
Q1 | $1.43M | Sell |
9,184
-181
| -2% | -$28.3K | 1.36% | 13 |
|
|
2018
Q4 | $1.24M | Buy |
+9,365
| New | +$1.24M | 1.21% | 15 |
|