FVWA
Foster Victor Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
283,172
+3,357
| +1% | +$302K | 1.72% | 8 |
|
|
2025
Q1 | $20M | Buy |
279,815
+10,247
| +4% | +$733K | 1.61% | 10 |
|
|
2024
Q4 | $21.3M | Buy |
269,568
+4,717
| +2% | +$372K | 1.63% | 11 |
|
|
2024
Q3 | $19.2M | Sell |
264,851
-24,165
| -8% | -$1.75M | 1.54% | 13 |
|
|
2024
Q2 | $18.3M | Buy |
289,016
+23,557
| +9% | +$1.49M | 1.53% | 16 |
|
|
2024
Q1 | $16.7M | Buy |
265,459
+40,551
| +18% | +$2.56M | 1.53% | 18 |
|
|
2023
Q4 | $12.8M | Buy |
224,908
+3,751
| +2% | +$213K | 1.31% | 30 |
|
|
2023
Q3 | $11M | Buy |
221,157
+12,306
| +6% | +$611K | 1.28% | 31 |
|
|
2023
Q2 | $10.4M | Buy |
208,851
+40,895
| +24% | +$2.04M | 1.16% | 35 |
|
|
2023
Q1 | $9.19M | Buy |
167,956
+16,984
| +11% | +$929K | 1.11% | 38 |
|
|
2022
Q4 | $9.31M | Buy |
150,972
+3,373
| +2% | +$208K | 1.18% | 34 |
|
|
2022
Q3 | $8.78M | Buy |
147,599
+97,138
| +193% | +$5.78M | 1.28% | 29 |
|
|
2022
Q2 | $7.91M | Buy |
50,461
+6,703
| +15% | +$1.05M | 1.18% | 34 |
|
|
2022
Q1 | $8.03M | Buy |
43,758
+8,264
| +23% | +$1.52M | 1.1% | 36 |
|
|
2021
Q4 | $6.86M | Buy |
35,494
+4,747
| +15% | +$917K | 0.93% | 42 |
|
|
2021
Q3 | $5.94M | Buy |
30,747
+3,167
| +11% | +$611K | 0.95% | 37 |
|
|
2021
Q2 | $4.85M | Buy |
27,580
+6,013
| +28% | +$1.06M | 0.81% | 39 |
|
|
2021
Q1 | $3.41M | Buy |
21,567
+8,325
| +63% | +$1.31M | 0.63% | 47 |
|
|
2020
Q4 | $1.76M | Buy |
13,242
+5,844
| +79% | +$776K | 0.4% | 59 |
|
|
2020
Q3 | $908K | Buy |
7,398
+3,854
| +109% | +$473K | 0.25% | 70 |
|
|
2020
Q2 | $423K | Buy |
+3,544
| New | +$423K | 0.14% | 84 |
|