LWA
VMW
Lineweaver Wealth Advisors’s VMware, Inc VMW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,798
| Closed | -$299K | – | 145 |
|
|
2023
Q3 | $299K | Hold |
1,798
| – | – | 0.09% | 117 |
|
|
2023
Q2 | $258K | Hold |
1,798
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $224K | Hold |
1,798
| – | – | 0.07% | 114 |
|
|
2022
Q4 | $221K | Buy |
+1,798
| New | +$221K | 0.07% | 114 |
|
|
2022
Q3 | – | Sell |
-1,798
| Closed | -$204K | – | 135 |
|
|
2022
Q2 | $204K | Sell |
1,798
-927
| -34% | -$105K | 0.07% | 121 |
|
|
2022
Q1 | $310K | Sell |
2,725
-880
| -24% | -$100K | 0.09% | 112 |
|
|
2021
Q4 | $417K | Buy |
3,605
+1,378
| +62% | +$159K | 0.12% | 95 |
|
|
2021
Q3 | $331K | Hold |
2,227
| – | – | 0.1% | 104 |
|
|
2021
Q2 | $356K | Hold |
2,227
| – | – | 0.12% | 89 |
|
|
2021
Q1 | $335K | Buy |
2,227
+25
| +1% | +$3.76K | 0.12% | 85 |
|
|
2020
Q4 | $308K | Hold |
2,202
| – | – | 0.12% | 77 |
|
|
2020
Q3 | $316K | Hold |
2,202
| – | – | 0.14% | 69 |
|
|
2020
Q2 | $341K | Buy |
2,202
+20
| +0.9% | +$3.1K | 0.17% | 58 |
|
|
2020
Q1 | $266K | Hold |
2,182
| – | – | 0.17% | 62 |
|
|
2019
Q4 | $331K | Buy |
+2,182
| New | +$331K | 0.19% | 48 |
|