FWM
Focused Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,141
+1
| +0.1% | +$355 | 0.05% | 107 |
|
|
2025
Q1 | $399K | Buy |
1,140
+25
| +2% | +$8.76K | 0.05% | 103 |
|
|
2024
Q4 | $352K | Sell |
1,115
-17
| -2% | -$5.37K | 0.05% | 109 |
|
|
2024
Q3 | $311K | Buy |
1,132
+138
| +14% | +$37.9K | 0.04% | 135 |
|
|
2024
Q2 | $261K | Sell |
994
-7
| -0.7% | -$1.84K | 0.04% | 125 |
|
|
2024
Q1 | $279K | Buy |
1,001
+146
| +17% | +$40.7K | 0.04% | 119 |
|
|
2023
Q4 | $223K | Buy |
855
+20
| +2% | +$5.21K | 0.04% | 128 |
|
|
2023
Q3 | $192K | Sell |
835
-10
| -1% | -$2.3K | 0.03% | 137 |
|
|
2023
Q2 | $201K | Sell |
845
-304
| -26% | -$72.2K | 0.04% | 137 |
|
|
2023
Q1 | $259K | Buy |
1,149
+206
| +22% | +$46.4K | 0.05% | 121 |
|
|
2022
Q4 | $196K | Sell |
943
-17
| -2% | -$3.53K | 0.04% | 139 |
|
|
2022
Q3 | $171K | Buy |
960
+100
| +12% | +$17.8K | 0.04% | 141 |
|
|
2022
Q2 | $169K | Buy |
860
+17
| +2% | +$3.34K | 0.03% | 147 |
|
|
2022
Q1 | $187K | Buy |
843
+1
| +0.1% | +$222 | 0.03% | 152 |
|
|
2021
Q4 | $182K | Buy |
842
+15
| +2% | +$3.24K | 0.03% | 183 |
|
|
2021
Q3 | $184K | Buy |
827
+13
| +2% | +$2.89K | 0.03% | 171 |
|
|
2021
Q2 | $190K | Sell |
814
-419
| -34% | -$97.8K | 0.03% | 174 |
|
|
2021
Q1 | $261K | Buy |
1,233
+401
| +48% | +$84.9K | 0.05% | 140 |
|
|
2020
Q4 | $182K | Buy |
832
+16
| +2% | +$3.5K | 0.04% | 160 |
|
|
2020
Q3 | $163K | Buy |
816
+1
| +0.1% | +$200 | 0.04% | 159 |
|
|
2020
Q2 | $157K | Sell |
815
-59
| -7% | -$11.4K | 0.04% | 157 |
|
|
2020
Q1 | $141K | Buy |
874
+131
| +18% | +$21.1K | 0.04% | 151 |
|
|
2019
Q4 | $140K | Hold |
743
| – | – | 0.03% | 211 |
|
|
2019
Q3 | $128K | Hold |
743
| – | – | 0.04% | 200 |
|
|
2019
Q2 | $129K | Buy |
743
+219
| +42% | +$38K | 0.03% | 202 |
|
|
2019
Q1 | $82K | Hold |
524
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $69K | Buy |
524
+170
| +48% | +$22.4K | 0.02% | 266 |
|
|
2018
Q3 | $53K | Sell |
354
-170
| -32% | -$25.5K | 0.02% | 290 |
|
|
2018
Q2 | $69K | Buy |
524
+170
| +48% | +$22.4K | 0.02% | 250 |
|
|
2018
Q1 | $42K | Hold |
354
| – | – | 0.01% | 310 |
|
|
2017
Q4 | $40K | Hold |
354
| – | – | 0.01% | 318 |
|
|
2017
Q3 | $37K | Hold |
354
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $33K | Hold |
354
| – | – | 0.01% | 326 |
|
|
2017
Q1 | $31K | Hold |
354
| – | – | 0.01% | 329 |
|
|
2016
Q4 | $28K | Hold |
354
| – | – | 0.01% | 338 |
|
|
2016
Q3 | $29K | Hold |
354
| – | – | 0.01% | 328 |
|
|
2016
Q2 | $26K | Sell |
354
-132
| -27% | -$9.7K | 0.01% | 320 |
|
|
2016
Q1 | $37K | Buy |
486
+132
| +37% | +$10K | 0.02% | 230 |
|
|
2015
Q4 | $27K | Buy |
+354
| New | +$27K | 0.02% | 284 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 696 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 698 |
|