HWA
HHM Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
5,947
-123
| -2% | -$43.7K | 0.25% | 36 |
|
|
2025
Q1 | $2.13M | Buy |
6,070
+163
| +3% | +$57.1K | 0.29% | 33 |
|
|
2024
Q4 | $1.87M | Buy |
5,907
+3,648
| +161% | +$1.15M | 0.25% | 40 |
|
|
2024
Q3 | $621K | Sell |
2,259
-211
| -9% | -$58K | 0.09% | 84 |
|
|
2024
Q2 | $648K | Buy |
2,470
+720
| +41% | +$189K | 0.1% | 78 |
|
|
2024
Q1 | $488K | Buy |
1,750
+202
| +13% | +$56.4K | 0.08% | 80 |
|
|
2023
Q4 | $403K | Buy |
1,548
+90
| +6% | +$23.4K | 0.07% | 82 |
|
|
2023
Q3 | $335K | Hold |
1,458
| – | – | 0.07% | 90 |
|
|
2023
Q2 | $346K | Sell |
1,458
-22
| -1% | -$5.23K | 0.06% | 92 |
|
|
2023
Q1 | $334K | Buy |
1,480
+189
| +15% | +$42.6K | 0.07% | 93 |
|
|
2022
Q4 | $268K | Sell |
1,291
-13
| -1% | -$2.7K | 0.06% | 101 |
|
|
2022
Q3 | $232K | Sell |
1,304
-4,805
| -79% | -$855K | 0.06% | 97 |
|
|
2022
Q2 | $1.2M | Buy |
6,109
+136
| +2% | +$26.8K | 0.31% | 28 |
|
|
2022
Q1 | $1.33M | Buy |
5,973
+69
| +1% | +$15.3K | 0.31% | 30 |
|
|
2021
Q4 | $1.28M | Buy |
5,904
+23
| +0.4% | +$4.98K | 0.31% | 31 |
|
|
2021
Q3 | $1.31M | Hold |
5,881
| – | – | 0.36% | 28 |
|
|
2021
Q2 | $1.38M | Hold |
5,881
| – | – | 0.37% | 27 |
|
|
2021
Q1 | $1.25M | Hold |
5,881
| – | – | 0.39% | 25 |
|
|
2020
Q4 | $1.29M | Sell |
5,881
-140
| -2% | -$30.6K | 0.44% | 23 |
|
|
2020
Q3 | $1.2M | Buy |
6,021
+194
| +3% | +$38.8K | 0.48% | 22 |
|
|
2020
Q2 | $1.13M | Buy |
5,827
+210
| +4% | +$40.6K | 0.47% | 22 |
|
|
2020
Q1 | $905K | Buy |
5,617
+4,329
| +336% | +$697K | 0.44% | 24 |
|
|
2019
Q4 | $242K | Buy |
+1,288
| New | +$242K | 0.12% | 73 |
|