FNWM
Financial Network Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.71M | Sell |
4,891
-134
| -3% | -$47K | 0.61% | 34 |
|
|
2024
Q4 | $1.59M | Sell |
5,025
-340
| -6% | -$107K | 0.57% | 34 |
|
|
2024
Q3 | $1.48M | Sell |
5,365
-16
| -0.3% | -$4.4K | 0.53% | 35 |
|
|
2024
Q2 | $1.41M | Buy |
+5,381
| New | +$1.41M | 0.54% | 35 |
|
|
2024
Q1 | – | Sell |
-5,424
| Closed | -$1.41M | – | 97 |
|
|
2023
Q4 | $1.41M | Sell |
5,424
-236
| -4% | -$61.4K | 0.61% | 33 |
|
|
2023
Q3 | $1.31M | Buy |
5,660
+208
| +4% | +$48.1K | 0.64% | 32 |
|
|
2023
Q2 | $1.29M | Sell |
5,452
-225
| -4% | -$53K | 0.59% | 34 |
|
|
2023
Q1 | $1.28M | Sell |
5,677
-88
| -2% | -$19.8K | 0.63% | 35 |
|
|
2022
Q4 | $1.2M | Sell |
5,765
-33
| -0.6% | -$6.86K | 0.65% | 37 |
|
|
2022
Q3 | $1.03M | Buy |
5,798
+64
| +1% | +$11.4K | 0.64% | 32 |
|
|
2022
Q2 | $1.13M | Hold |
5,734
| – | – | 0.68% | 27 |
|
|
2022
Q1 | $1.27M | Sell |
5,734
-6
| -0.1% | -$1.33K | 0.66% | 26 |
|
|
2021
Q4 | $1.24M | Hold |
5,740
| – | – | 0.63% | 26 |
|
|
2021
Q3 | $1.28M | Hold |
5,740
| – | – | 0.73% | 22 |
|
|
2021
Q2 | $1.34M | Hold |
5,740
| – | – | 0.79% | 18 |
|
|
2021
Q1 | $1.22M | Buy |
5,740
+150
| +3% | +$31.8K | 0.79% | 20 |
|
|
2020
Q4 | $1.22M | Buy |
+5,590
| New | +$1.22M | 0.96% | 19 |
|