FFWM
Future Financial Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
1,520
| – | – | 0.37% | 51 |
|
|
2025
Q1 | $533K | Sell |
1,520
-50
| -3% | -$17.5K | 0.39% | 54 |
|
|
2024
Q4 | $496K | Hold |
1,570
| – | – | 0.36% | 55 |
|
|
2024
Q3 | $432K | Hold |
1,570
| – | – | 0.31% | 65 |
|
|
2024
Q2 | $412K | Sell |
1,570
-355
| -18% | -$93.2K | 0.36% | 66 |
|
|
2024
Q1 | $537K | Buy |
1,925
+110
| +6% | +$30.7K | 0.41% | 53 |
|
|
2023
Q4 | $473K | Hold |
1,815
| – | – | 0.47% | 59 |
|
|
2023
Q3 | $417K | Hold |
1,815
| – | – | 0.46% | 56 |
|
|
2023
Q2 | $431K | Buy |
1,815
+50
| +3% | +$11.9K | 0.45% | 55 |
|
|
2023
Q1 | $404K | Hold |
1,765
| – | – | 0.45% | 60 |
|
|
2022
Q4 | $367K | Hold |
1,765
| – | – | 0.42% | 72 |
|
|
2022
Q3 | $348K | Buy |
1,765
+10
| +0.6% | +$1.97K | 0.4% | 73 |
|
|
2022
Q2 | $389K | Hold |
1,755
| – | – | 0.38% | 79 |
|
|
2022
Q1 | $389K | Hold |
1,755
| – | – | 0.32% | 79 |
|
|
2021
Q4 | $389K | Sell |
1,755
-1,247
| -42% | -$276K | 0.31% | 78 |
|
|
2021
Q3 | $702K | Hold |
3,002
| – | – | 0.72% | 50 |
|
|
2021
Q2 | $702K | Sell |
3,002
-39
| -1% | -$9.12K | 0.72% | 50 |
|
|
2021
Q1 | $644K | Buy |
3,041
+91
| +3% | +$19.3K | 0.74% | 43 |
|
|
2020
Q4 | $645K | Buy |
+2,950
| New | +$645K | 0.74% | 42 |
|