HWM
Howard Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
6,062
+50
| +0.8% | +$17.8K | 1.09% | 26 |
|
|
2025
Q1 | $2.11M | Buy |
6,012
+60
| +1% | +$21K | 1.17% | 25 |
|
|
2024
Q4 | $1.88M | Buy |
5,952
+2,608
| +78% | +$824K | 1.02% | 28 |
|
|
2024
Q3 | $919K | Sell |
3,344
-19
| -0.6% | -$5.22K | 0.54% | 53 |
|
|
2024
Q2 | $883K | Sell |
3,363
-59
| -2% | -$15.5K | 0.7% | 39 |
|
|
2024
Q1 | $955K | Buy |
3,422
+43
| +1% | +$12K | 0.78% | 33 |
|
|
2023
Q4 | $880K | Sell |
3,379
-5
| -0.1% | -$1.3K | 0.74% | 38 |
|
|
2023
Q3 | $778K | Buy |
3,384
+1
| +0% | +$230 | 0.72% | 38 |
|
|
2023
Q2 | $803K | Sell |
3,383
-630
| -16% | -$150K | 0.7% | 38 |
|
|
2023
Q1 | $905K | Sell |
4,013
-6
| -0.1% | -$1.35K | 0.75% | 37 |
|
|
2022
Q4 | $835K | Buy |
4,019
+38
| +1% | +$7.9K | 0.68% | 40 |
|
|
2022
Q3 | $707K | Buy |
3,981
+25
| +0.6% | +$4.44K | 0.5% | 52 |
|
|
2022
Q2 | $778K | Sell |
3,956
-24
| -0.6% | -$4.72K | 0.82% | 28 |
|
|
2022
Q1 | $882K | Sell |
3,980
-8
| -0.2% | -$1.77K | 0.48% | 53 |
|
|
2021
Q4 | $864K | Buy |
3,988
+1
| +0% | +$217 | 0.46% | 55 |
|
|
2021
Q3 | $888K | Buy |
3,987
+3
| +0.1% | +$668 | 0.5% | 56 |
|
|
2021
Q2 | $931K | Sell |
3,984
-250
| -6% | -$58.4K | 0.51% | 54 |
|
|
2021
Q1 | $896K | Sell |
4,234
-6
| -0.1% | -$1.27K | 0.52% | 55 |
|
|
2020
Q4 | $927K | Sell |
4,240
-49
| -1% | -$10.7K | 0.58% | 47 |
|
|
2020
Q3 | $857K | Sell |
4,289
-309
| -7% | -$61.7K | 0.61% | 44 |
|
|
2020
Q2 | $888K | Sell |
4,598
-132
| -3% | -$25.5K | 0.73% | 38 |
|
|
2020
Q1 | $762K | Buy |
4,730
+32
| +0.7% | +$5.16K | 0.8% | 33 |
|
|
2019
Q4 | $882K | Buy |
+4,698
| New | +$882K | 0.74% | 29 |
|