PWS
Precision Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
+7,573
| New | +$2.69M | 0.87% | 31 |
|
|
2021
Q4 | – | Sell |
-2,032
| Closed | -$453K | – | 135 |
|
|
2021
Q3 | $453K | Buy |
2,032
+754
| +59% | +$168K | 0.35% | 69 |
|
|
2021
Q2 | $299K | Buy |
1,278
+57
| +5% | +$13.3K | 0.26% | 78 |
|
|
2021
Q1 | $259K | Buy |
1,221
+222
| +22% | +$47.1K | 0.25% | 68 |
|
|
2020
Q4 | $219K | Buy |
+999
| New | +$219K | 0.24% | 52 |
|