FWA
FSM Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
10,379
-447
| -4% | -$159K | 0.6% | 34 |
|
|
2025
Q1 | $3.79M | Buy |
10,826
+364
| +3% | +$128K | 0.85% | 25 |
|
|
2024
Q4 | $3.32M | Buy |
10,462
+86
| +0.8% | +$27.3K | 0.81% | 26 |
|
|
2024
Q3 | $2.85M | Buy |
10,376
+197
| +2% | +$54.2K | 0.76% | 28 |
|
|
2024
Q2 | $2.67M | Sell |
10,179
-171
| -2% | -$44.9K | 0.9% | 26 |
|
|
2024
Q1 | $2.89M | Buy |
10,350
+181
| +2% | +$50.5K | 1.03% | 24 |
|
|
2023
Q4 | $2.65M | Buy |
10,169
+25
| +0.2% | +$6.51K | 1.13% | 24 |
|
|
2023
Q3 | $2.33M | Sell |
10,144
-161
| -2% | -$37K | 1.17% | 25 |
|
|
2023
Q2 | $2.48M | Sell |
10,305
-21
| -0.2% | -$5.05K | 1.24% | 22 |
|
|
2023
Q1 | $2.33M | Sell |
10,326
-254
| -2% | -$57.3K | 1.35% | 20 |
|
|
2022
Q4 | $2.2M | Buy |
10,580
+103
| +1% | +$21.4K | 1.56% | 17 |
|
|
2022
Q3 | $1.86M | Buy |
10,477
+407
| +4% | +$72.3K | 1.55% | 17 |
|
|
2022
Q2 | $2.15M | Buy |
+10,070
| New | +$2.15M | 2.13% | 10 |
|