FWM
Finer Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
908
-207
| -19% | -$73.5K | 0.17% | 71 |
|
|
2025
Q1 | $391K | Sell |
1,115
-22
| -2% | -$7.71K | 0.23% | 62 |
|
|
2024
Q4 | $359K | Sell |
1,137
-168
| -13% | -$53.1K | 0.21% | 68 |
|
|
2024
Q3 | $359K | Sell |
1,305
-563
| -30% | -$155K | 0.22% | 66 |
|
|
2024
Q2 | $490K | Sell |
1,868
-495
| -21% | -$130K | 0.32% | 54 |
|
|
2024
Q1 | $660K | Sell |
2,363
-990
| -30% | -$276K | 0.43% | 46 |
|
|
2023
Q4 | $873K | Sell |
3,353
-1,427
| -30% | -$371K | 0.65% | 38 |
|
|
2023
Q3 | $1.1M | Sell |
4,780
-1,716
| -26% | -$395K | 0.88% | 32 |
|
|
2023
Q2 | $1.54M | Buy |
6,496
+197
| +3% | +$46.8K | 1.21% | 28 |
|
|
2023
Q1 | $1.42M | Sell |
6,299
-5
| -0.1% | -$1.13K | 1.2% | 29 |
|
|
2022
Q4 | $1.31M | Sell |
6,304
-440
| -7% | -$91.4K | 1.23% | 29 |
|
|
2022
Q3 | $1.2M | Buy |
6,744
+135
| +2% | +$24K | 1.18% | 29 |
|
|
2022
Q2 | $1.3M | Sell |
6,609
-27
| -0.4% | -$5.32K | 1.19% | 29 |
|
|
2022
Q1 | $1.47M | Buy |
6,636
+96
| +1% | +$21.3K | 1.2% | 28 |
|
|
2021
Q4 | $1.42M | Buy |
+6,540
| New | +$1.42M | 1.18% | 27 |
|