JWM
Jessup Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
4,602
-26
| -0.6% | -$9.23K | 0.66% | 31 |
|
|
2025
Q1 | $1.62M | Sell |
4,628
-17
| -0.4% | -$5.96K | 0.68% | 29 |
|
|
2024
Q4 | $1.47M | Sell |
4,645
-136
| -3% | -$43K | 0.63% | 29 |
|
|
2024
Q3 | $1.31M | Sell |
4,781
-192
| -4% | -$52.8K | 0.6% | 27 |
|
|
2024
Q2 | $1.31M | Sell |
4,973
-78
| -2% | -$20.5K | 0.56% | 34 |
|
|
2024
Q1 | $1.41M | Buy |
5,051
+37
| +0.7% | +$10.3K | 0.6% | 36 |
|
|
2023
Q4 | $1.31M | Sell |
5,014
-1,051
| -17% | -$274K | 0.65% | 28 |
|
|
2023
Q3 | $1.4M | Sell |
6,065
-1,473
| -20% | -$339K | 0.8% | 29 |
|
|
2023
Q2 | $1.79M | Sell |
7,538
-443
| -6% | -$105K | 0.96% | 28 |
|
|
2023
Q1 | $1.8M | Buy |
7,981
+32
| +0.4% | +$7.21K | 1.07% | 26 |
|
|
2022
Q4 | $1.65M | Buy |
+7,949
| New | +$1.65M | 1.05% | 27 |
|