HWA
Heartwood Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,010
+561
| +16% | +$199K | 0.15% | 62 |
|
|
2025
Q1 | $1.21M | Sell |
3,449
-43
| -1% | -$15.1K | 0.14% | 62 |
|
|
2024
Q4 | $1.1M | Sell |
3,492
-42
| -1% | -$13.3K | 0.12% | 59 |
|
|
2024
Q3 | $972K | Sell |
3,534
-317
| -8% | -$87.2K | 0.11% | 69 |
|
|
2024
Q2 | $1.01M | Buy |
3,851
+1,409
| +58% | +$370K | 0.12% | 60 |
|
|
2024
Q1 | $682K | Hold |
2,442
| – | – | 0.08% | 78 |
|
|
2023
Q4 | $636K | Sell |
2,442
-243
| -9% | -$63.3K | 0.08% | 74 |
|
|
2023
Q3 | $618K | Sell |
2,685
-800
| -23% | -$184K | 0.09% | 74 |
|
|
2023
Q2 | $828K | Buy |
3,485
+230
| +7% | +$54.6K | 0.12% | 62 |
|
|
2023
Q1 | $734K | Buy |
3,255
+140
| +4% | +$31.6K | 0.11% | 62 |
|
|
2022
Q4 | $647K | Buy |
3,115
+327
| +12% | +$67.9K | 0.1% | 71 |
|
|
2022
Q3 | $495K | Sell |
2,788
-331
| -11% | -$58.8K | 0.09% | 69 |
|
|
2022
Q2 | $614K | Sell |
3,119
-686
| -18% | -$135K | 0.1% | 58 |
|
|
2022
Q1 | $844K | Buy |
3,805
+2,180
| +134% | +$484K | 0.13% | 50 |
|
|
2021
Q4 | $352K | Buy |
1,625
+329
| +25% | +$71.3K | 0.05% | 79 |
|
|
2021
Q3 | $289K | Buy |
1,296
+46
| +4% | +$10.3K | 0.05% | 83 |
|
|
2021
Q2 | $292K | Hold |
1,250
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $265K | Sell |
1,250
-207
| -14% | -$43.9K | 0.04% | 73 |
|
|
2020
Q4 | $319K | Hold |
1,457
| – | – | 0.05% | 68 |
|
|
2020
Q3 | $291K | Hold |
1,457
| – | – | 0.06% | 65 |
|
|
2020
Q2 | $281K | Hold |
1,457
| – | – | 0.06% | 61 |
|
|
2020
Q1 | $235K | Hold |
1,457
| – | – | 0.06% | 59 |
|
|
2019
Q4 | $274K | Buy |
+1,457
| New | +$274K | 0.05% | 70 |
|