OWM
Opes Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
813
-116
| -12% | -$41.2K | 0.05% | 123 |
|
|
2025
Q1 | $326K | Buy |
929
+70
| +8% | +$24.5K | 0.07% | 109 |
|
|
2024
Q4 | $271K | Buy |
859
+68
| +9% | +$21.5K | 0.06% | 118 |
|
|
2024
Q3 | $217K | Hold |
791
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $208K | Buy |
791
+9
| +1% | +$2.36K | 0.04% | 130 |
|
|
2024
Q1 | $218K | Sell |
782
-153
| -16% | -$42.7K | 0.05% | 124 |
|
|
2023
Q4 | $243K | Buy |
+935
| New | +$243K | 0.06% | 116 |
|