PPWM
PFG Private Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$4.59K | – | 241 |
|
|
2025
Q1 | $4.59K | Sell |
13
-5
| -28% | -$1.77K | ﹤0.01% | 177 |
|
|
2024
Q4 | $5.71K | Hold |
18
| – | – | ﹤0.01% | 147 |
|
|
2024
Q3 | $4.96K | Hold |
18
| – | – | ﹤0.01% | 162 |
|
|
2024
Q2 | $4.72K | Hold |
18
| – | – | ﹤0.01% | 160 |
|
|
2024
Q1 | $5.02K | Hold |
18
| – | – | ﹤0.01% | 151 |
|
|
2023
Q4 | $4.69K | Hold |
18
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $4.14K | Hold |
18
| – | – | ﹤0.01% | 227 |
|
|
2023
Q2 | $4.28K | Hold |
18
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $4.06K | Sell |
18
-1
| -5% | -$225 | ﹤0.01% | 238 |
|
|
2022
Q4 | $4K | Sell |
19
-15
| -44% | -$3.16K | ﹤0.01% | 251 |
|
|
2022
Q3 | $6K | Buy |
34
+16
| +89% | +$2.82K | ﹤0.01% | 209 |
|
|
2022
Q2 | $4K | Sell |
18
-6
| -25% | -$1.33K | ﹤0.01% | 245 |
|
|
2022
Q1 | $5K | Sell |
24
-2,060
| -99% | -$429K | ﹤0.01% | 223 |
|
|
2021
Q4 | $452K | Buy |
2,084
+250
| +14% | +$54.2K | 0.23% | 35 |
|
|
2021
Q3 | $409K | Buy |
1,834
+140
| +8% | +$31.2K | 0.24% | 33 |
|
|
2021
Q2 | $396K | Buy |
1,694
+328
| +24% | +$76.7K | 0.26% | 35 |
|
|
2021
Q1 | $289K | Buy |
+1,366
| New | +$289K | 0.2% | 36 |
|