PWM
Paulson Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,063
+24
| +0.6% | +$8.52K | 0.37% | 30 |
|
|
2025
Q1 | $1.42M | Sell |
4,039
-449
| -10% | -$157K | 0.4% | 29 |
|
|
2024
Q4 | $1.42M | Sell |
4,488
-117
| -3% | -$37K | 0.39% | 32 |
|
|
2024
Q3 | $1.27M | Buy |
4,605
+195
| +4% | +$53.6K | 0.34% | 38 |
|
|
2024
Q2 | $1.16M | Sell |
4,410
-115
| -3% | -$30.2K | 0.34% | 41 |
|
|
2024
Q1 | $1.26M | Buy |
4,525
+24
| +0.5% | +$6.7K | 0.37% | 39 |
|
|
2023
Q4 | $1.17M | Buy |
4,501
+1,170
| +35% | +$305K | 0.38% | 38 |
|
|
2023
Q3 | $766K | Sell |
3,331
-67
| -2% | -$15.4K | 0.27% | 52 |
|
|
2023
Q2 | $807K | Buy |
3,398
+1,022
| +43% | +$243K | 0.28% | 49 |
|
|
2023
Q1 | $536K | Buy |
2,376
+95
| +4% | +$21.4K | 0.24% | 40 |
|
|
2022
Q4 | $474K | Sell |
2,281
-215
| -9% | -$44.7K | 0.23% | 43 |
|
|
2022
Q3 | $443K | Buy |
2,496
+586
| +31% | +$104K | 0.24% | 40 |
|
|
2022
Q2 | $376K | Buy |
1,910
+279
| +17% | +$54.9K | 0.2% | 50 |
|
|
2022
Q1 | $362K | Buy |
1,631
+168
| +11% | +$37.3K | 0.17% | 55 |
|
|
2021
Q4 | $317K | Sell |
1,463
-832
| -36% | -$180K | 0.14% | 65 |
|
|
2021
Q3 | $511K | Sell |
2,295
-24
| -1% | -$5.34K | 0.24% | 50 |
|
|
2021
Q2 | $542K | Sell |
2,319
-41
| -2% | -$9.58K | 0.26% | 45 |
|
|
2021
Q1 | $534K | Buy |
2,360
+92
| +4% | +$20.8K | 0.27% | 44 |
|
|
2020
Q4 | $496K | Buy |
2,268
+347
| +18% | +$75.9K | 0.29% | 47 |
|
|
2020
Q3 | $384K | Buy |
1,921
+143
| +8% | +$28.6K | 0.25% | 57 |
|
|
2020
Q2 | $343K | Buy |
1,778
+554
| +45% | +$107K | 0.24% | 62 |
|
|
2020
Q1 | $203K | Sell |
1,224
-182
| -13% | -$30.2K | 0.16% | 80 |
|
|
2019
Q4 | $288K | Buy |
+1,406
| New | +$288K | 0.2% | 80 |
|
|
2018
Q1 | – | Sell |
-1,023
| Closed | -$117K | – | 505 |
|
|
2017
Q4 | $117K | Buy |
+1,023
| New | +$117K | 0.1% | 134 |
|