PWM
Power Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
1,746
+843
| +93% | +$299K | 0.24% | 59 |
|
|
2025
Q1 | $316K | Sell |
903
-33
| -4% | -$11.6K | 0.13% | 71 |
|
|
2024
Q4 | $296K | Buy |
936
+75
| +9% | +$23.7K | 0.12% | 78 |
|
|
2024
Q3 | $237K | Buy |
861
+73
| +9% | +$20.1K | 0.1% | 85 |
|
|
2024
Q2 | $207K | Buy |
788
+19
| +2% | +$4.99K | 0.1% | 97 |
|
|
2024
Q1 | $215K | Hold |
769
| – | – | 0.13% | 92 |
|
|
2023
Q4 | $200K | Buy |
+769
| New | +$200K | 0.14% | 90 |
|