PWA
Primoris Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
2,543
+13
| +0.5% | +$4.62K | 0.62% | 44 |
|
|
2025
Q1 | $887K | Buy |
2,530
+15
| +0.6% | +$5.26K | 0.69% | 39 |
|
|
2024
Q4 | $795K | Hold |
2,515
| – | – | 0.6% | 41 |
|
|
2024
Q3 | $692K | Hold |
2,515
| – | – | 0.5% | 55 |
|
|
2024
Q2 | $660K | Sell |
2,515
-83
| -3% | -$21.8K | 0.53% | 52 |
|
|
2024
Q1 | $723K | Buy |
2,598
+55
| +2% | +$15.3K | 0.58% | 48 |
|
|
2023
Q4 | $662K | Hold |
2,543
| – | – | 0.62% | 43 |
|
|
2023
Q3 | $585K | Buy |
2,543
+2
| +0.1% | +$460 | 0.71% | 36 |
|
|
2023
Q2 | $603K | Buy |
2,541
+7
| +0.3% | +$1.66K | 0.66% | 37 |
|
|
2023
Q1 | $571K | Sell |
2,534
-399
| -14% | -$90K | 0.7% | 37 |
|
|
2022
Q4 | $609K | Buy |
2,933
+80
| +3% | +$16.6K | 0.94% | 29 |
|
|
2022
Q3 | $506K | Hold |
2,853
| – | – | 0.9% | 31 |
|
|
2022
Q2 | $562K | Hold |
2,853
| – | – | 0.81% | 34 |
|
|
2022
Q1 | $632K | Hold |
2,853
| – | – | 0.59% | 39 |
|
|
2021
Q4 | $618K | Buy |
+2,853
| New | +$618K | 0.5% | 52 |
|