FWP
FAS Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
13,497
+1,040
| +8% | +$369K | 0.35% | 62 |
|
|
2025
Q1 | $4.37M | Buy |
12,457
+466
| +4% | +$163K | 0.36% | 62 |
|
|
2024
Q4 | $3.79M | Buy |
11,991
+217
| +2% | +$68.6K | 0.32% | 69 |
|
|
2024
Q3 | $3.24M | Buy |
11,774
+739
| +7% | +$203K | 0.26% | 87 |
|
|
2024
Q2 | $2.9M | Buy |
11,035
+364
| +3% | +$95.5K | 0.25% | 86 |
|
|
2024
Q1 | $2.98M | Buy |
10,671
+282
| +3% | +$78.7K | 0.26% | 86 |
|
|
2023
Q4 | $2.7M | Buy |
10,389
+1,084
| +12% | +$282K | 0.26% | 88 |
|
|
2023
Q3 | $2.14M | Buy |
9,305
+506
| +6% | +$116K | 0.23% | 94 |
|
|
2023
Q2 | $2.09M | Buy |
8,799
+965
| +12% | +$229K | 0.26% | 87 |
|
|
2023
Q1 | $1.77M | Buy |
7,834
+621
| +9% | +$140K | 0.19% | 102 |
|
|
2022
Q4 | $1.5M | Buy |
7,213
+956
| +15% | +$199K | 0.17% | 114 |
|
|
2022
Q3 | $1.11M | Buy |
6,257
+1,313
| +27% | +$233K | 0.12% | 117 |
|
|
2022
Q2 | $973K | Buy |
4,944
+775
| +19% | +$153K | 0.1% | 129 |
|
|
2022
Q1 | $924K | Buy |
4,169
+989
| +31% | +$219K | 0.09% | 143 |
|
|
2021
Q4 | $689K | Buy |
3,180
+1,270
| +66% | +$275K | 0.06% | 162 |
|
|
2021
Q3 | $425K | Buy |
1,910
+413
| +28% | +$91.9K | 0.04% | 197 |
|
|
2021
Q2 | $350K | Buy |
+1,497
| New | +$350K | 0.03% | 219 |
|