HPWM
High Pines Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $574K | Buy |
2,206
+331
| +18% | +$86.2K | 0.88% | 18 |
|
|
2023
Q3 | $431K | Buy |
1,875
+147
| +9% | +$33.8K | 0.71% | 19 |
|
|
2023
Q2 | $410K | Buy |
1,728
+149
| +9% | +$35.4K | 0.63% | 19 |
|
|
2023
Q1 | $356K | Buy |
1,579
+6
| +0.4% | +$1.35K | 0.59% | 19 |
|
|
2022
Q4 | $327K | Buy |
1,573
+14
| +0.9% | +$2.91K | 0.57% | 21 |
|
|
2022
Q3 | $277K | Buy |
1,559
+86
| +6% | +$15.3K | 0.53% | 23 |
|
|
2022
Q2 | $290K | Sell |
1,473
-12,958
| -90% | -$2.55M | 0.54% | 21 |
|
|
2022
Q1 | $3.2M | Buy |
14,431
+1,362
| +10% | +$302K | 2.35% | 20 |
|
|
2021
Q4 | $2.83M | Sell |
13,069
-3,556
| -21% | -$771K | 1.97% | 24 |
|
|
2021
Q3 | $3.7M | Buy |
16,625
+3,484
| +27% | +$776K | 2.54% | 21 |
|
|
2021
Q2 | $3.07M | Sell |
13,141
-318
| -2% | -$74.4K | 2.32% | 20 |
|
|
2021
Q1 | $2.85M | Buy |
13,459
+775
| +6% | +$164K | 2.52% | 20 |
|
|
2020
Q4 | $2.77M | Buy |
+12,684
| New | +$2.77M | 2.57% | 18 |
|