MWM
Modern Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
10,997
-1,237
| -10% | -$439K | 0.1% | 185 |
|
|
2025
Q1 | $4.29M | Buy |
12,234
+3,846
| +46% | +$1.35M | 0.14% | 141 |
|
|
2024
Q4 | $2.65M | Buy |
8,388
+3,320
| +66% | +$1.05M | 0.1% | 162 |
|
|
2024
Q3 | $1.39M | Sell |
5,068
-1,234
| -20% | -$339K | 0.09% | 142 |
|
|
2024
Q2 | $1.65M | Buy |
6,302
+474
| +8% | +$124K | 0.12% | 103 |
|
|
2024
Q1 | $1.63M | Buy |
5,828
+4,331
| +289% | +$1.21M | 0.15% | 88 |
|
|
2023
Q4 | $390K | Buy |
+1,497
| New | +$390K | 0.05% | 115 |
|