PWP
Precedent Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
1,588
+111
| +8% | +$39.4K | 0.14% | 119 |
|
|
2025
Q1 | $518K | Buy |
1,477
+185
| +14% | +$64.8K | 0.14% | 120 |
|
|
2024
Q4 | $408K | Sell |
1,292
-141
| -10% | -$44.6K | 0.13% | 123 |
|
|
2024
Q3 | $394K | Sell |
1,433
-28
| -2% | -$7.7K | 0.13% | 117 |
|
|
2024
Q2 | $384K | Buy |
1,461
+8
| +0.6% | +$2.1K | 0.15% | 109 |
|
|
2024
Q1 | $406K | Hold |
1,453
| – | – | 0.17% | 104 |
|
|
2023
Q4 | $378K | Buy |
+1,453
| New | +$378K | 0.19% | 99 |
|