FWM
FFT Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
3,678
-380
| -9% | -$126K | 0.24% | 45 |
|
|
2025
Q1 | $1.42M | Buy |
4,058
+477
| +13% | +$167K | 0.3% | 42 |
|
|
2024
Q4 | $1.13M | Buy |
3,581
+1,030
| +40% | +$326K | 0.09% | 58 |
|
|
2024
Q3 | $701K | Buy |
2,551
+448
| +21% | +$123K | 0.05% | 69 |
|
|
2024
Q2 | $552K | Buy |
2,103
+779
| +59% | +$204K | 0.05% | 69 |
|
|
2024
Q1 | $370K | Buy |
1,324
+64
| +5% | +$17.9K | 0.03% | 94 |
|
|
2023
Q4 | $328K | Buy |
1,260
+307
| +32% | +$79.9K | 0.03% | 81 |
|
|
2023
Q3 | $219K | Sell |
953
-7
| -0.7% | -$1.61K | 0.03% | 92 |
|
|
2023
Q2 | $228K | Buy |
960
+45
| +5% | +$10.7K | 0.03% | 103 |
|
|
2023
Q1 | $206K | Buy |
+915
| New | +$206K | 0.03% | 115 |
|
|
2021
Q3 | – | Sell |
-198
| Closed | -$46K | – | 235 |
|
|
2021
Q2 | $46K | Buy |
+198
| New | +$46K | 0.01% | 137 |
|