NWWA
New Wave Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,141
+38
| +3% | +$13.5K | 0.17% | 81 |
|
|
2025
Q1 | $387K | Sell |
1,103
-179
| -14% | -$62.7K | 0.17% | 81 |
|
|
2024
Q4 | $405K | Sell |
1,282
-58
| -4% | -$18.3K | 0.17% | 81 |
|
|
2024
Q3 | $368K | Sell |
1,340
-1,256
| -48% | -$345K | 0.17% | 89 |
|
|
2024
Q2 | $681K | Buy |
+2,596
| New | +$681K | 0.37% | 51 |
|