PWA
Phoenix Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
950
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $333K | Sell |
950
-14
| -1% | -$4.91K | 0.15% | 93 |
|
|
2024
Q4 | $305K | Buy |
964
+32
| +3% | +$10.1K | 0.13% | 95 |
|
|
2024
Q3 | $256K | Sell |
932
-200
| -18% | -$55K | 0.12% | 108 |
|
|
2024
Q2 | $297K | Buy |
1,132
+307
| +37% | +$80.6K | 0.15% | 101 |
|
|
2024
Q1 | $230K | Buy |
825
+34
| +4% | +$9.49K | 0.14% | 107 |
|
|
2023
Q4 | $205K | Buy |
+791
| New | +$205K | 0.14% | 110 |
|
|
2022
Q1 | – | Sell |
-924
| Closed | -$200K | – | 131 |
|
|
2021
Q4 | $200K | Hold |
924
| – | – | 0.15% | 119 |
|
|
2021
Q3 | $206K | Hold |
924
| – | – | 0.15% | 112 |
|
|
2021
Q2 | $221K | Sell |
924
-912
| -50% | -$218K | 0.16% | 116 |
|
|
2021
Q1 | $398K | Hold |
1,836
| – | – | 0.31% | 65 |
|
|
2020
Q4 | $402K | Buy |
+1,836
| New | +$402K | 0.31% | 66 |
|