JWM
Janiczek Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.06M | Sell |
4,057
-240
| -6% | -$63K | 0.22% | 44 |
|
|
2024
Q1 | $1.2M | Buy |
4,297
+302
| +8% | +$84.3K | 0.26% | 41 |
|
|
2023
Q4 | $1.04M | Buy |
3,995
+236
| +6% | +$61.4K | 0.25% | 40 |
|
|
2023
Q3 | $865K | Buy |
3,759
+883
| +31% | +$203K | 0.23% | 40 |
|
|
2023
Q2 | $683K | Buy |
2,876
+262
| +10% | +$62.2K | 0.19% | 41 |
|
|
2023
Q1 | $612K | Buy |
2,614
+185
| +8% | +$43.3K | 0.17% | 43 |
|
|
2022
Q4 | $543K | Buy |
2,429
+807
| +50% | +$180K | 0.15% | 48 |
|
|
2022
Q3 | $296K | Sell |
1,622
-821
| -34% | -$150K | 0.1% | 68 |
|
|
2022
Q2 | $518K | Sell |
2,443
-203
| -8% | -$43K | 0.15% | 46 |
|
|
2022
Q1 | $587K | Sell |
2,646
-76
| -3% | -$16.9K | 0.16% | 45 |
|
|
2021
Q4 | $590K | Buy |
2,722
+1,086
| +66% | +$235K | 0.18% | 45 |
|
|
2021
Q3 | $364K | Buy |
1,636
+65
| +4% | +$14.5K | 0.13% | 55 |
|
|
2021
Q2 | $367K | Buy |
1,571
+709
| +82% | +$166K | 0.13% | 47 |
|
|
2021
Q1 | $183K | Buy |
862
+100
| +13% | +$21.2K | 0.07% | 76 |
|
|
2020
Q4 | $167K | Buy |
762
+304
| +66% | +$66.6K | 0.08% | 69 |
|
|
2020
Q3 | $92K | Buy |
458
+31
| +7% | +$6.23K | 0.05% | 71 |
|
|
2020
Q2 | $82K | Buy |
427
+69
| +19% | +$13.3K | 0.05% | 62 |
|
|
2020
Q1 | $58K | Hold |
358
| – | – | 0.03% | 58 |
|
|
2019
Q4 | $67K | Hold |
358
| – | – | 0.03% | 59 |
|
|
2019
Q3 | $62K | Buy |
358
+240
| +203% | +$41.6K | 0.03% | 61 |
|
|
2019
Q2 | $20K | Hold |
118
| – | – | 0.01% | 110 |
|
|
2019
Q1 | $18K | Buy |
118
+45
| +62% | +$6.86K | 0.01% | 99 |
|
|
2018
Q4 | $10K | Hold |
73
| – | – | 0.01% | 110 |
|
|
2018
Q3 | $11K | Hold |
73
| – | – | 0.01% | 94 |
|
|
2018
Q2 | $10K | Buy |
+73
| New | +$10K | 0.01% | 99 |
|