MTWM
Masso Torrence Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
3,759
+113
| +3% | +$40.1K | 0.62% | 34 |
|
|
2025
Q1 | $1.28M | Sell |
3,646
-54
| -1% | -$18.9K | 0.68% | 30 |
|
|
2024
Q4 | $1.17M | Buy |
3,700
+80
| +2% | +$25.3K | 0.61% | 31 |
|
|
2024
Q3 | $995K | Sell |
3,620
-69
| -2% | -$19K | 0.54% | 36 |
|
|
2024
Q2 | $968K | Buy |
3,689
+98
| +3% | +$25.7K | 0.54% | 39 |
|
|
2024
Q1 | $1M | Buy |
3,591
+79
| +2% | +$22K | 0.59% | 38 |
|
|
2023
Q4 | $914K | Buy |
3,512
+261
| +8% | +$68K | 0.62% | 38 |
|
|
2023
Q3 | $748K | Buy |
3,251
+152
| +5% | +$35K | 0.57% | 40 |
|
|
2023
Q2 | $736K | Buy |
3,099
+48
| +2% | +$11.4K | 0.53% | 42 |
|
|
2023
Q1 | $688K | Sell |
3,051
-6
| -0.2% | -$1.35K | 0.54% | 46 |
|
|
2022
Q4 | $635K | Sell |
3,057
-24
| -0.8% | -$4.99K | 0.51% | 48 |
|
|
2022
Q3 | $547K | Sell |
3,081
-3
| -0.1% | -$533 | 0.48% | 42 |
|
|
2022
Q2 | $607K | Buy |
3,084
+652
| +27% | +$128K | 0.53% | 38 |
|
|
2022
Q1 | $539K | Buy |
2,432
+54
| +2% | +$12K | 0.43% | 43 |
|
|
2021
Q4 | $515K | Buy |
+2,378
| New | +$515K | 0.36% | 49 |
|