PIWA
Prevail Innovative Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
1,611
+600
| +59% | +$213K | 0.13% | 161 |
|
|
2025
Q1 | $354K | Sell |
1,011
-14
| -1% | -$4.91K | 0.09% | 152 |
|
|
2024
Q4 | $324K | Sell |
1,025
-20
| -2% | -$6.32K | 0.09% | 138 |
|
|
2024
Q3 | $287K | Buy |
1,045
+275
| +36% | +$75.6K | 0.09% | 139 |
|
|
2024
Q2 | $202K | Sell |
770
-8
| -1% | -$2.1K | 0.07% | 140 |
|
|
2024
Q1 | $217K | Sell |
778
-7,171
| -90% | -$2M | 0.08% | 152 |
|
|
2023
Q4 | $2.07M | Buy |
7,949
+445
| +6% | +$116K | 0.99% | 39 |
|
|
2023
Q3 | $1.73M | Buy |
+7,504
| New | +$1.73M | 0.9% | 44 |
|