PWMG
Prestige Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
10,459
+225
| +2% | +$79.9K | 0.76% | 28 |
|
|
2025
Q1 | $3.59M | Buy |
10,234
+75
| +0.7% | +$26.3K | 0.77% | 26 |
|
|
2024
Q4 | $3.21M | Buy |
10,159
+206
| +2% | +$65.1K | 0.67% | 31 |
|
|
2024
Q3 | $2.74M | Sell |
9,953
-3,967
| -28% | -$1.09M | 0.57% | 36 |
|
|
2024
Q2 | $3.65M | Buy |
13,920
+3,508
| +34% | +$921K | 0.79% | 27 |
|
|
2024
Q1 | $2.91M | Sell |
10,412
-5,111
| -33% | -$1.43M | 0.63% | 36 |
|
|
2023
Q4 | $4.04M | Buy |
15,523
+996
| +7% | +$259K | 0.92% | 22 |
|
|
2023
Q3 | $3.34M | Buy |
14,527
+4,172
| +40% | +$960K | 0.82% | 23 |
|
|
2023
Q2 | $2.46M | Buy |
10,355
+106
| +1% | +$25.2K | 0.58% | 32 |
|
|
2023
Q1 | $2.31M | Sell |
10,249
-1,932
| -16% | -$436K | 0.58% | 34 |
|
|
2022
Q4 | $2.53M | Buy |
12,181
+2,359
| +24% | +$490K | 0.66% | 30 |
|
|
2022
Q3 | $1.74M | Buy |
9,822
+209
| +2% | +$37.1K | 0.49% | 35 |
|
|
2022
Q2 | $1.89M | Buy |
9,613
+27
| +0.3% | +$5.31K | 0.51% | 36 |
|
|
2022
Q1 | $2.13M | Buy |
9,586
+306
| +3% | +$67.8K | 0.52% | 36 |
|
|
2021
Q4 | $2.01M | Buy |
9,280
+195
| +2% | +$42.3K | 0.48% | 32 |
|
|
2021
Q3 | $2.02M | Buy |
9,085
+851
| +10% | +$189K | 0.52% | 31 |
|
|
2021
Q2 | $1.93M | Sell |
8,234
-344
| -4% | -$80.4K | 0.51% | 32 |
|
|
2021
Q1 | $1.82M | Buy |
8,578
+445
| +5% | +$94.2K | 0.5% | 33 |
|
|
2020
Q4 | $1.78M | Buy |
8,133
+709
| +10% | +$155K | 0.49% | 32 |
|
|
2020
Q3 | $1.48M | Buy |
7,424
+756
| +11% | +$151K | 0.45% | 33 |
|
|
2020
Q2 | $1.29M | Buy |
6,668
+722
| +12% | +$139K | 0.45% | 25 |
|
|
2020
Q1 | $959K | Buy |
5,946
+1,487
| +33% | +$240K | 0.4% | 28 |
|
|
2019
Q4 | $838K | Buy |
4,459
+192
| +4% | +$36.1K | 0.46% | 39 |
|
|
2019
Q3 | $734K | Sell |
4,267
-154
| -3% | -$26.5K | 0.43% | 38 |
|
|
2019
Q2 | $767K | Buy |
4,421
+248
| +6% | +$43K | 0.46% | 33 |
|
|
2019
Q1 | $652K | Sell |
4,173
-810
| -16% | -$127K | 0.4% | 44 |
|
|
2018
Q4 | $657K | Buy |
+4,983
| New | +$657K | 0.48% | 40 |
|