JWM
Jackson Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
13,940
-343
| -2% | -$122K | 0.54% | 44 |
|
|
2025
Q1 | $5.01M | Sell |
14,283
-316
| -2% | -$111K | 0.61% | 45 |
|
|
2024
Q4 | $4.61M | Buy |
14,599
+87
| +0.6% | +$27.5K | 0.52% | 50 |
|
|
2024
Q3 | $3.99M | Buy |
14,512
+5,308
| +58% | +$1.46M | 0.48% | 54 |
|
|
2024
Q2 | $2.42M | Sell |
9,204
-4,962
| -35% | -$1.3M | 0.52% | 50 |
|
|
2024
Q1 | $3.95M | Buy |
14,166
+1,196
| +9% | +$334K | 0.49% | 51 |
|
|
2023
Q4 | $3.38M | Buy |
12,970
+333
| +3% | +$86.7K | 0.44% | 52 |
|
|
2023
Q3 | $2.91M | Buy |
12,637
+312
| +3% | +$71.8K | 0.42% | 57 |
|
|
2023
Q2 | $2.93M | Buy |
12,325
+268
| +2% | +$63.6K | 0.43% | 52 |
|
|
2023
Q1 | $2.72M | Buy |
+12,057
| New | +$2.72M | 2.04% | 9 |
|
|
2022
Q4 | – | Sell |
-14,663
| Closed | -$2.61M | – | 105 |
|
|
2022
Q3 | $2.61M | Sell |
14,663
-10
| -0.1% | -$1.78K | 0.51% | 47 |
|
|
2022
Q2 | $2.89M | Sell |
14,673
-25,130
| -63% | -$4.95M | 1.34% | 20 |
|
|
2022
Q1 | $8.83M | Sell |
39,803
-2,746
| -6% | -$609K | 1.23% | 24 |
|
|
2021
Q4 | $9.22M | Buy |
42,549
+730
| +2% | +$158K | 1.17% | 25 |
|
|
2021
Q3 | $111K | Sell |
41,819
-558,181
| -93% | -$1.48M | 1.35% | 19 |
|
|
2021
Q2 | $7K | Buy |
600,000
+560,874
| +1,434% | +$6.54K | ﹤0.01% | 124 |
|
|
2021
Q1 | $8.28M | Buy |
39,126
+2,369
| +6% | +$502K | 1.24% | 21 |
|
|
2020
Q4 | $8.04M | Buy |
36,757
+3,072
| +9% | +$672K | 1.1% | 21 |
|
|
2020
Q3 | $6.74M | Buy |
33,685
+3,020
| +10% | +$604K | 1.01% | 26 |
|
|
2020
Q2 | $5.92M | Buy |
30,665
+1,717
| +6% | +$332K | 1.05% | 26 |
|
|
2020
Q1 | $5.31M | Sell |
28,948
-17,293
| -37% | -$3.17M | 1.11% | 21 |
|
|
2019
Q4 | $9.48M | Sell |
46,241
-512
| -1% | -$105K | 1.57% | 13 |
|
|
2019
Q3 | $8.18M | Buy |
46,753
+9,494
| +25% | +$1.66M | 1.71% | 11 |
|
|
2019
Q2 | $6.58M | Buy |
37,259
+720
| +2% | +$127K | 1.43% | 18 |
|
|
2019
Q1 | $5.71M | Sell |
36,539
-81
| -0.2% | -$12.7K | 1.4% | 22 |
|
|
2018
Q4 | $4.69M | Sell |
36,620
-11,622
| -24% | -$1.49M | 1.41% | 19 |
|
|
2018
Q3 | $7.24M | Buy |
48,242
+559
| +1% | +$83.9K | 1.52% | 17 |
|
|
2018
Q2 | $6.8M | Buy |
47,683
+1,900
| +4% | +$271K | 1.58% | 16 |
|
|
2018
Q1 | $5.49M | Buy |
45,783
+3,071
| +7% | +$368K | 1.53% | 19 |
|
|
2017
Q4 | $5.09M | Buy |
42,712
+833
| +2% | +$99.2K | 1.29% | 25 |
|
|
2017
Q3 | $4.49M | Buy |
41,879
+4,656
| +13% | +$500K | 1.22% | 21 |
|
|
2017
Q2 | $3.76M | Buy |
37,223
+15,193
| +69% | +$1.53M | 1.19% | 20 |
|
|
2017
Q1 | $1.96M | Buy |
22,030
+407
| +2% | +$36.1K | 0.71% | 32 |
|
|
2016
Q4 | $1.76M | Buy |
+21,623
| New | +$1.76M | 0.69% | 33 |
|
|
2015
Q4 | – | Sell |
-2,944
| Closed | -$205K | – | 113 |
|
|
2015
Q3 | $205K | Buy |
+2,944
| New | +$205K | 0.07% | 97 |
|
|
2015
Q1 | – | Sell |
-1,185
| Closed | -$311K | – | 137 |
|
|
2014
Q4 | $311K | Buy |
+1,185
| New | +$311K | 0.1% | 101 |
|