FWM
Fortress Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
1,120
-1
| -0.1% | -$355 | 0.19% | 55 |
|
|
2025
Q1 | $393K | Hold |
1,121
| – | – | 0.2% | 54 |
|
|
2024
Q4 | $354K | Buy |
1,121
+1
| +0.1% | +$316 | 0.17% | 55 |
|
|
2024
Q3 | $308K | Sell |
1,120
-16
| -1% | -$4.4K | 0.15% | 58 |
|
|
2024
Q2 | $298K | Hold |
1,136
| – | – | 0.15% | 59 |
|
|
2024
Q1 | $317K | Hold |
1,136
| – | – | 0.16% | 56 |
|
|
2023
Q4 | $296K | Buy |
1,136
+4
| +0.4% | +$1.04K | 0.16% | 58 |
|
|
2023
Q3 | $260K | Buy |
1,132
+11
| +1% | +$2.53K | 0.17% | 55 |
|
|
2023
Q2 | $266K | Hold |
1,121
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $253K | Hold |
1,121
| – | – | 0.18% | 54 |
|
|
2022
Q4 | $233K | Buy |
+1,121
| New | +$233K | 0.19% | 52 |
|
|
2022
Q3 | – | Sell |
-1,121
| Closed | -$221K | – | 56 |
|
|
2022
Q2 | $221K | Hold |
1,121
| – | – | 0.21% | 47 |
|
|
2022
Q1 | $249K | Hold |
1,121
| – | – | 0.19% | 50 |
|
|
2021
Q4 | $243K | Buy |
+1,121
| New | +$243K | 0.18% | 44 |
|