FWM
ForthRight Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Hold |
8,651
| – | – | 0.96% | 19 |
|
|
2025
Q1 | $3.03M | Hold |
8,651
| – | – | 1.01% | 17 |
|
|
2024
Q4 | $2.73M | Sell |
8,651
-26
| -0.3% | -$8.22K | 0.91% | 19 |
|
|
2024
Q3 | $2.39M | Buy |
8,677
+236
| +3% | +$64.9K | 0.79% | 21 |
|
|
2024
Q2 | $2.22M | Hold |
8,441
| – | – | 0.8% | 23 |
|
|
2024
Q1 | $2.36M | Sell |
8,441
-356
| -4% | -$99.4K | 0.85% | 22 |
|
|
2023
Q4 | $2.29M | Sell |
8,797
-956
| -10% | -$249K | 0.89% | 22 |
|
|
2023
Q3 | $2.24M | Hold |
9,753
| – | – | 0.97% | 20 |
|
|
2023
Q2 | $2.32M | Hold |
9,753
| – | – | 0.97% | 20 |
|
|
2023
Q1 | $2.2M | Hold |
9,753
| – | – | 1.01% | 18 |
|
|
2022
Q4 | $2.03M | Buy |
9,753
+150
| +2% | +$31.2K | 1.04% | 20 |
|
|
2022
Q3 | $1.71M | Hold |
9,603
| – | – | 1% | 18 |
|
|
2022
Q2 | $1.89M | Hold |
9,603
| – | – | 1.05% | 17 |
|
|
2022
Q1 | $2.13M | Hold |
9,603
| – | – | 1.1% | 16 |
|
|
2021
Q4 | $2.08M | Sell |
9,603
-40
| -0.4% | -$8.67K | 1.14% | 17 |
|
|
2021
Q3 | $2.15M | Hold |
9,643
| – | – | 1.3% | 14 |
|
|
2021
Q2 | $2.26M | Hold |
9,643
| – | – | 1.43% | 13 |
|
|
2021
Q1 | $2.04M | Buy |
+9,643
| New | +$2.04M | 1.39% | 13 |
|