MWS
Maxwell Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.54M | Buy |
14,363
+1
| +0% | +$316 | 1.85% | 14 |
|
|
2024
Q3 | $4.21M | Buy |
14,362
+1,528
| +12% | +$448K | 1.79% | 15 |
|
|
2024
Q2 | $3.37M | Buy |
12,834
+114
| +0.9% | +$29.9K | 1.65% | 16 |
|
|
2024
Q1 | $3.45M | Buy |
12,720
+8,444
| +197% | +$2.29M | 1.75% | 15 |
|
|
2023
Q4 | $1.11M | Buy |
+4,276
| New | +$1.11M | 0.73% | 43 |
|