MAWCM
Mine & Arao Wealth Creation & Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
14,816
+39
| +0.3% | +$13.8K | 2.35% | 9 |
|
|
2025
Q1 | $5.18M | Sell |
14,777
-50
| -0.3% | -$17.5K | 2.53% | 9 |
|
|
2024
Q4 | $4.69M | Buy |
14,827
+1,102
| +8% | +$348K | 2.15% | 10 |
|
|
2024
Q3 | $3.77M | Buy |
13,725
+860
| +7% | +$236K | 1.75% | 11 |
|
|
2024
Q2 | $3.38M | Buy |
12,865
+516
| +4% | +$135K | 1.64% | 11 |
|
|
2024
Q1 | $3.45M | Buy |
12,349
+21
| +0.2% | +$5.86K | 1.7% | 11 |
|
|
2023
Q4 | $3.21M | Sell |
12,328
-6
| -0% | -$1.56K | 1.74% | 11 |
|
|
2023
Q3 | $2.84M | Buy |
12,334
+601
| +5% | +$138K | 1.73% | 11 |
|
|
2023
Q2 | $2.79M | Buy |
11,733
+229
| +2% | +$54.4K | 1.63% | 11 |
|
|
2023
Q1 | $2.59M | Sell |
11,504
-60
| -0.5% | -$13.5K | 1.66% | 8 |
|
|
2022
Q4 | $2.4M | Sell |
11,564
-15
| -0.1% | -$3.12K | 1.78% | 11 |
|
|
2022
Q3 | $2.06M | Sell |
11,579
-58
| -0.5% | -$10.3K | 1.51% | 11 |
|
|
2022
Q2 | $2.29M | Buy |
11,637
+93
| +0.8% | +$18.3K | 1.61% | 11 |
|
|
2022
Q1 | $2.56M | Sell |
11,544
-132
| -1% | -$29.3K | 1.5% | 9 |
|
|
2021
Q4 | $2.53M | Buy |
11,676
+790
| +7% | +$171K | 1.39% | 11 |
|
|
2021
Q3 | $2.43M | Sell |
10,886
-141
| -1% | -$31.4K | 1.45% | 11 |
|
|
2021
Q2 | $2.58M | Buy |
11,027
+1,024
| +10% | +$239K | 1.56% | 11 |
|
|
2021
Q1 | $2.12M | Buy |
10,003
+481
| +5% | +$102K | 1.41% | 10 |
|
|
2020
Q4 | $2.08M | Buy |
9,522
+60
| +0.6% | +$13.1K | 1.5% | 10 |
|
|
2020
Q3 | $1.89M | Sell |
9,462
-474
| -5% | -$94.8K | 1.56% | 10 |
|
|
2020
Q2 | $1.92M | Sell |
9,936
-41
| -0.4% | -$7.92K | 1.8% | 10 |
|
|
2020
Q1 | $1.61M | Buy |
9,977
+734
| +8% | +$118K | 1.86% | 9 |
|
|
2019
Q4 | $1.74M | Buy |
+9,243
| New | +$1.74M | 1.63% | 9 |
|