FWA
FOCUS Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
7,656
-22
| -0.3% | -$7.81K | 1.41% | 23 |
|
|
2025
Q1 | $2.69M | Sell |
7,678
-130
| -2% | -$45.6K | 1.49% | 18 |
|
|
2024
Q4 | $2.47M | Sell |
7,808
-21
| -0.3% | -$6.64K | 1.31% | 24 |
|
|
2024
Q3 | $2.15M | Sell |
7,829
-37
| -0.5% | -$10.2K | 1.07% | 26 |
|
|
2024
Q2 | $2.06M | Buy |
7,866
+423
| +6% | +$111K | 1.06% | 25 |
|
|
2024
Q1 | $2.08M | Buy |
7,443
+448
| +6% | +$125K | 1.11% | 26 |
|
|
2023
Q4 | $1.82M | Buy |
6,995
+143
| +2% | +$37.2K | 1.15% | 23 |
|
|
2023
Q3 | $1.58M | Buy |
6,852
+195
| +3% | +$44.9K | 1.09% | 24 |
|
|
2023
Q2 | $1.58M | Sell |
6,657
-491
| -7% | -$117K | 1.07% | 25 |
|
|
2023
Q1 | $1.61M | Buy |
7,148
+285
| +4% | +$64.3K | 1.06% | 26 |
|
|
2022
Q4 | $1.43M | Sell |
6,863
-38
| -0.6% | -$7.9K | 0.99% | 30 |
|
|
2022
Q3 | $1.23M | Sell |
6,901
-40
| -0.6% | -$7.11K | 0.87% | 32 |
|
|
2022
Q2 | $1.37M | Buy |
6,941
+150
| +2% | +$29.5K | 0.94% | 27 |
|
|
2022
Q1 | $1.51M | Buy |
6,791
+78
| +1% | +$17.3K | 0.9% | 28 |
|
|
2021
Q4 | $1.46M | Buy |
6,713
+485
| +8% | +$105K | 0.87% | 26 |
|
|
2021
Q3 | $1.39M | Buy |
6,228
+268
| +4% | +$59.7K | 0.94% | 26 |
|
|
2021
Q2 | $1.39M | Buy |
5,960
+292
| +5% | +$68.2K | 0.97% | 26 |
|
|
2021
Q1 | $1.23M | Sell |
5,668
-28
| -0.5% | -$6.07K | 0.91% | 27 |
|
|
2020
Q4 | $1.25M | Buy |
+5,696
| New | +$1.25M | 0.96% | 25 |
|