PHWM
Pine Harbor Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Hold |
1,986
| – | – | 0.25% | 44 |
|
|
2025
Q1 | $696K | Hold |
1,986
| – | – | 0.28% | 42 |
|
|
2024
Q4 | $628K | Buy |
1,986
+1
| +0.1% | +$316 | 0.25% | 45 |
|
|
2024
Q3 | $546K | Sell |
1,985
-300
| -13% | -$82.5K | 0.27% | 50 |
|
|
2024
Q2 | $600K | Buy |
2,285
+1
| +0% | +$262 | 0.35% | 43 |
|
|
2024
Q1 | $638K | Sell |
2,284
-35
| -2% | -$9.77K | 0.4% | 44 |
|
|
2023
Q4 | $604K | Buy |
+2,319
| New | +$604K | 0.46% | 40 |
|