HWMO
Heritage Wealth Management (Ohio)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
2,880
-5
| -0.2% | -$1.78K | 0.33% | 79 |
|
|
2025
Q1 | $1.01M | Buy |
2,885
+220
| +8% | +$77.1K | 0.34% | 75 |
|
|
2024
Q4 | $842K | Hold |
2,665
| – | – | 0.28% | 93 |
|
|
2024
Q3 | $733K | Hold |
2,665
| – | – | 0.24% | 105 |
|
|
2024
Q2 | $721K | Buy |
+2,665
| New | +$721K | 0.24% | 105 |
|