HWM
Hohimer Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Sell |
16,158
-11
| -0.1% | -$3.91K | 1.02% | 21 |
|
|
2025
Q1 | $5.67M | Buy |
16,169
+10,142
| +168% | +$3.55M | 1.1% | 20 |
|
|
2024
Q4 | $1.9M | Buy |
6,027
+940
| +18% | +$297K | 0.36% | 85 |
|
|
2024
Q3 | $1.4M | Buy |
5,087
+156
| +3% | +$42.9K | 0.3% | 89 |
|
|
2024
Q2 | $1.29M | Sell |
4,931
-14,685
| -75% | -$3.85M | 0.3% | 87 |
|
|
2024
Q1 | $5.47M | Buy |
19,616
+280
| +1% | +$78.1K | 1.28% | 11 |
|
|
2023
Q4 | $5.03M | Buy |
19,336
+227
| +1% | +$59.1K | 1.28% | 15 |
|
|
2023
Q3 | $4.4M | Sell |
19,109
-283
| -1% | -$65.1K | 1.26% | 14 |
|
|
2023
Q2 | $4.61M | Sell |
19,392
-784
| -4% | -$186K | 1.27% | 13 |
|
|
2023
Q1 | $4.55M | Buy |
20,176
+439
| +2% | +$99K | 1.32% | 12 |
|
|
2022
Q4 | $4.1M | Buy |
19,737
+8
| +0% | +$1.66K | 1.31% | 19 |
|
|
2022
Q3 | $3.51M | Buy |
19,729
+2,086
| +12% | +$371K | 1.13% | 23 |
|
|
2022
Q2 | $3.47M | Sell |
17,643
-1,347
| -7% | -$265K | 1.03% | 28 |
|
|
2022
Q1 | $4.21M | Buy |
18,990
+916
| +5% | +$203K | 0.83% | 34 |
|
|
2021
Q4 | $3.92M | Sell |
18,074
-1,606
| -8% | -$348K | 0.82% | 40 |
|
|
2021
Q3 | $4.38M | Sell |
19,680
-815
| -4% | -$182K | 0.92% | 31 |
|
|
2021
Q2 | $4.72M | Buy |
20,495
+2,657
| +15% | +$612K | 0.97% | 28 |
|
|
2021
Q1 | $3.78M | Buy |
17,838
+1,899
| +12% | +$402K | 0.92% | 31 |
|
|
2020
Q4 | $3.49M | Buy |
15,939
+98
| +0.6% | +$21.4K | 0.92% | 28 |
|
|
2020
Q3 | $3.12M | Buy |
15,841
+1,209
| +8% | +$238K | 0.89% | 30 |
|
|
2020
Q2 | $2.83M | Buy |
14,632
+3,139
| +27% | +$606K | 0.98% | 25 |
|
|
2020
Q1 | $1.97M | Buy |
11,493
+339
| +3% | +$58.2K | 0.83% | 39 |
|
|
2019
Q4 | $2.1M | Buy |
+11,154
| New | +$2.1M | 0.73% | 36 |
|