PWM
PBMares Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,041
+56
| +2% | +$19.9K | 0.2% | 62 |
|
|
2025
Q1 | $1.05M | Sell |
2,985
-203
| -6% | -$71.1K | 0.21% | 61 |
|
|
2024
Q4 | $1.01M | Buy |
3,188
+1
| +0% | +$316 | 0.21% | 67 |
|
|
2024
Q3 | $876K | Sell |
3,187
-48
| -1% | -$13.2K | 0.18% | 75 |
|
|
2024
Q2 | $849K | Buy |
3,235
+32
| +1% | +$8.4K | 0.21% | 77 |
|
|
2024
Q1 | $894K | Buy |
3,203
+86
| +3% | +$24K | 0.23% | 68 |
|
|
2023
Q4 | $812K | Sell |
3,117
-4
| -0.1% | -$1.04K | 0.24% | 68 |
|
|
2023
Q3 | $718K | Hold |
3,121
| – | – | 0.26% | 72 |
|
|
2023
Q2 | $741K | Sell |
3,121
-162
| -5% | -$38.5K | 0.27% | 71 |
|
|
2023
Q1 | $740K | Hold |
3,283
| – | – | 0.28% | 71 |
|
|
2022
Q4 | $682K | Sell |
3,283
-490
| -13% | -$102K | 0.28% | 66 |
|
|
2022
Q3 | $670K | Hold |
3,773
| – | – | 0.29% | 64 |
|
|
2022
Q2 | $743K | Sell |
3,773
-84
| -2% | -$16.5K | 0.32% | 58 |
|
|
2022
Q1 | $855K | Buy |
3,857
+275
| +8% | +$61K | 0.53% | 45 |
|
|
2021
Q4 | $776K | Hold |
3,582
| – | – | 0.33% | 65 |
|
|
2021
Q3 | $798K | Buy |
3,582
+25
| +0.7% | +$5.57K | 0.38% | 60 |
|
|
2021
Q2 | $832K | Hold |
3,557
| – | – | 0.45% | 59 |
|
|
2021
Q1 | $753K | Buy |
3,557
+462
| +15% | +$97.8K | 0.61% | 57 |
|
|
2020
Q4 | $677K | Hold |
3,095
| – | – | 0.78% | 50 |
|
|
2020
Q3 | $619K | Hold |
3,095
| – | – | 0.91% | 41 |
|
|
2020
Q2 | $598K | Sell |
3,095
-500
| -14% | -$96.6K | 0.9% | 40 |
|
|
2020
Q1 | $579K | Sell |
3,595
-35
| -1% | -$5.64K | 0.91% | 35 |
|
|
2019
Q4 | $682K | Buy |
+3,630
| New | +$682K | 0.81% | 39 |
|