JTWM
Jackson Thornton Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
1,212
-37
| -3% | -$13.1K | 0.05% | 59 |
|
|
2025
Q1 | $412K | Buy |
1,249
+220
| +21% | +$72.5K | 0.05% | 58 |
|
|
2024
Q4 | $325K | Buy |
1,029
+245
| +31% | +$77.4K | 0.04% | 62 |
|
|
2024
Q3 | $216K | Hold |
784
| – | – | 0.03% | 61 |
|
|
2024
Q2 | $206K | Hold |
784
| – | – | 0.03% | 54 |
|
|
2024
Q1 | $219K | Hold |
784
| – | – | 0.04% | 49 |
|
|
2023
Q4 | $204K | Buy |
+784
| New | +$204K | 0.04% | 52 |
|