FWM
FSA Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
835
| – | – | 0.12% | 39 |
|
|
2025
Q1 | $293K | Buy |
835
+5
| +0.6% | +$1.75K | 0.12% | 40 |
|
|
2024
Q4 | $262K | Hold |
830
| – | – | 0.11% | 40 |
|
|
2024
Q3 | $228K | Buy |
+830
| New | +$228K | 0.09% | 51 |
|
|
2024
Q1 | $231K | Hold |
829
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $216K | Sell |
829
-128
| -13% | -$33.4K | 0.1% | 44 |
|
|
2023
Q3 | $220K | Buy |
957
+59
| +7% | +$13.6K | 0.12% | 40 |
|
|
2023
Q2 | $213K | Hold |
898
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $202K | Buy |
+898
| New | +$202K | 0.12% | 41 |
|
|
2021
Q1 | – | Sell |
-210
| Closed | -$46K | – | 224 |
|
|
2020
Q4 | $46K | Buy |
+210
| New | +$46K | 0.02% | 136 |
|
|
2020
Q3 | – | Sell |
-230
| Closed | -$44K | – | 338 |
|
|
2020
Q2 | $44K | Hold |
230
| – | – | 0.03% | 131 |
|
|
2020
Q1 | $37K | Hold |
230
| – | – | 0.03% | 122 |
|
|
2019
Q4 | $43K | Buy |
+230
| New | +$43K | 0.03% | 145 |
|