HWMG
Hurlow Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
959
+1
| +0.1% | +$355 | 0.1% | 88 |
|
|
2025
Q1 | $336K | Hold |
958
| – | – | 0.1% | 83 |
|
|
2024
Q4 | $303K | Sell |
958
-34
| -3% | -$10.7K | 0.09% | 90 |
|
|
2024
Q3 | $273K | Buy |
992
+7
| +0.7% | +$1.93K | 0.09% | 99 |
|
|
2024
Q2 | $259K | Sell |
985
-1
| -0.1% | -$262 | 0.09% | 96 |
|
|
2024
Q1 | $275K | Sell |
986
-54
| -5% | -$15.1K | 0.1% | 91 |
|
|
2023
Q4 | $271K | Hold |
1,040
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $239K | Buy |
+1,040
| New | +$239K | 0.1% | 95 |
|