PJWM
Philip James Wealth Mangement’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,007
+4
| +0.4% | +$1.42K | 0.05% | 127 |
|
|
2025
Q1 | $352K | Sell |
1,003
-223
| -18% | -$78.2K | 0.04% | 124 |
|
|
2024
Q4 | $388K | Buy |
1,226
+138
| +13% | +$43.6K | 0.05% | 121 |
|
|
2024
Q3 | $299K | Buy |
1,088
+6
| +0.6% | +$1.65K | 0.04% | 127 |
|
|
2024
Q2 | $284K | Sell |
1,082
-10
| -0.9% | -$2.63K | 0.19% | 51 |
|
|
2024
Q1 | $305K | Buy |
1,092
+33
| +3% | +$9.21K | 0.22% | 49 |
|
|
2023
Q4 | $276K | Buy |
+1,059
| New | +$276K | 0.21% | 57 |
|