PWSG
Pacific Wealth Strategies Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
4,984
+7
| +0.1% | +$2.42K | 1.13% | 18 |
|
|
2025
Q1 | $1.74M | Sell |
4,977
-27
| -0.5% | -$9.46K | 1.3% | 19 |
|
|
2024
Q4 | $1.58M | Buy |
5,004
+52
| +1% | +$16.4K | 1.1% | 21 |
|
|
2024
Q3 | $1.36M | Buy |
4,952
+175
| +4% | +$48.1K | 1.01% | 27 |
|
|
2024
Q2 | $1.25M | Sell |
4,777
-5
| -0.1% | -$1.31K | 1.04% | 29 |
|
|
2024
Q1 | $1.33M | Sell |
4,782
-505
| -10% | -$141K | 1.11% | 25 |
|
|
2023
Q4 | $1.38M | Sell |
5,287
-46
| -0.9% | -$12K | 1.31% | 20 |
|
|
2023
Q3 | $1.23M | Buy |
5,333
+375
| +8% | +$86.2K | 1.29% | 25 |
|
|
2023
Q2 | $1.18M | Buy |
4,958
+173
| +4% | +$41.1K | 1.21% | 21 |
|
|
2023
Q1 | $1.08M | Buy |
4,785
+380
| +9% | +$85.7K | 1.23% | 21 |
|
|
2022
Q4 | $915K | Buy |
4,405
+61
| +1% | +$12.7K | 1.23% | 23 |
|
|
2022
Q3 | $772K | Sell |
4,344
-17
| -0.4% | -$3.02K | 1.08% | 26 |
|
|
2022
Q2 | $859K | Buy |
4,361
+288
| +7% | +$56.7K | 1.11% | 27 |
|
|
2022
Q1 | $903K | Sell |
4,073
-116
| -3% | -$25.7K | 0.38% | 49 |
|
|
2021
Q4 | $908K | Buy |
4,189
+239
| +6% | +$51.8K | 0.32% | 57 |
|
|
2021
Q3 | $880K | Buy |
3,950
+213
| +6% | +$47.5K | 0.33% | 59 |
|
|
2021
Q2 | $874K | Buy |
3,737
+31
| +0.8% | +$7.25K | 0.33% | 58 |
|
|
2021
Q1 | $785K | Buy |
3,706
+1,197
| +48% | +$254K | 0.33% | 61 |
|
|
2020
Q4 | $541K | Buy |
2,509
+885
| +54% | +$191K | 0.23% | 65 |
|
|
2020
Q3 | $325K | Buy |
1,624
+31
| +2% | +$6.2K | 0.17% | 65 |
|
|
2020
Q2 | $308K | Hold |
1,593
| – | – | 0.17% | 70 |
|
|
2020
Q1 | $257K | Hold |
1,593
| – | – | 0.18% | 71 |
|
|
2019
Q4 | $299K | Hold |
1,593
| – | – | 0.17% | 76 |
|
|
2019
Q3 | $274K | Hold |
1,593
| – | – | 0.17% | 75 |
|
|
2019
Q2 | $276K | Sell |
1,593
-364
| -19% | -$63.1K | 0.17% | 78 |
|
|
2019
Q1 | $306K | Sell |
1,957
-60
| -3% | -$9.38K | 0.2% | 75 |
|
|
2018
Q4 | $266K | Hold |
2,017
| – | – | 0.19% | 76 |
|
|
2018
Q3 | $303K | Sell |
2,017
-190
| -9% | -$28.5K | 0.19% | 75 |
|
|
2018
Q2 | $292K | Buy |
2,207
+265
| +14% | +$35.1K | 0.2% | 75 |
|
|
2018
Q1 | $232K | Sell |
1,942
-186
| -9% | -$22.2K | 0.17% | 80 |
|
|
2017
Q4 | $243K | Sell |
2,128
-110
| -5% | -$12.6K | 0.17% | 78 |
|
|
2017
Q3 | $236K | Buy |
2,238
+98
| +5% | +$10.3K | 0.19% | 75 |
|
|
2017
Q2 | $201K | Buy |
+2,140
| New | +$201K | 0.17% | 73 |
|