MWM
MinichMacGregor Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
1,070
-576
| -35% | -$205K | 0.08% | 89 |
|
|
2025
Q1 | $577K | Buy |
1,646
+133
| +9% | +$46.6K | 0.13% | 64 |
|
|
2024
Q4 | $478K | Buy |
1,513
+373
| +33% | +$118K | 0.1% | 71 |
|
|
2024
Q3 | $313K | Hold |
1,140
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $299K | Sell |
1,140
-24
| -2% | -$6.3K | 0.07% | 85 |
|
|
2024
Q1 | $324K | Buy |
1,164
+310
| +36% | +$86.3K | 0.08% | 81 |
|
|
2023
Q4 | $222K | Buy |
+854
| New | +$222K | 0.06% | 96 |
|
|
2023
Q1 | – | Sell |
-713
| Closed | -$148K | – | 620 |
|
|
2022
Q4 | $148K | Buy |
+713
| New | +$148K | 0.05% | 98 |
|
|
2020
Q2 | – | Sell |
-1,369
| Closed | -$227K | – | 114 |
|
|
2020
Q1 | $227K | Buy |
+1,369
| New | +$227K | 0.2% | 76 |
|
|
2019
Q1 | – | Sell |
-27,487
| Closed | -$2.89M | – | 112 |
|
|
2018
Q4 | $2.89M | Buy |
27,487
+27,027
| +5,875% | +$2.84M | 1.98% | 13 |
|
|
2018
Q3 | $69K | Buy |
460
+8
| +2% | +$1.2K | 0.05% | 105 |
|
|
2018
Q2 | $59K | Buy |
452
+3
| +0.7% | +$392 | 0.04% | 105 |
|
|
2018
Q1 | $53K | Sell |
449
-6
| -1% | -$708 | 0.04% | 109 |
|
|
2017
Q4 | $51K | Buy |
455
+28
| +7% | +$3.14K | 0.04% | 114 |
|
|
2017
Q3 | $44K | Sell |
427
-3
| -0.7% | -$309 | 0.04% | 112 |
|
|
2017
Q2 | $40K | Sell |
430
-24
| -5% | -$2.23K | 0.03% | 111 |
|
|
2017
Q1 | $40K | Sell |
454
-5
| -1% | -$441 | 0.04% | 118 |
|
|
2016
Q4 | $35K | Buy |
459
+10
| +2% | +$763 | 0.03% | 132 |
|
|
2016
Q3 | $37K | Buy |
449
+20
| +5% | +$1.65K | 0.03% | 140 |
|
|
2016
Q2 | $31K | Sell |
429
-7
| -2% | -$506 | 0.03% | 140 |
|
|
2016
Q1 | $33K | Sell |
436
-84
| -16% | -$6.36K | 0.03% | 134 |
|
|
2015
Q4 | $35K | Buy |
+520
| New | +$35K | 0.03% | 129 |
|