JPWM
Jamison Private Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
36,606
+81
| +0.2% | +$28.8K | 1.87% | 13 |
|
|
2025
Q1 | $12.8M | Sell |
36,525
-126
| -0.3% | -$44.2K | 1.95% | 11 |
|
|
2024
Q4 | $11.6M | Sell |
36,651
-106
| -0.3% | -$33.5K | 1.71% | 14 |
|
|
2024
Q3 | $10.1M | Buy |
36,757
+488
| +1% | +$134K | 1.54% | 20 |
|
|
2024
Q2 | $9.52M | Sell |
36,269
-961
| -3% | -$252K | 1.58% | 16 |
|
|
2024
Q1 | $10.4M | Sell |
37,230
-124
| -0.3% | -$34.6K | 1.76% | 13 |
|
|
2023
Q4 | $9.73M | Sell |
37,354
-328
| -0.9% | -$85.4K | 1.82% | 11 |
|
|
2023
Q3 | $8.67M | Buy |
+37,682
| New | +$8.67M | 1.79% | 11 |
|